Management |
Domicile | Ireland | Legal Structure | Open Ended Investment Company | UCITS | Yes | Inception Date | 17/10/2018 | | Fund Advisor(s) | Heptagon Capital Limited |
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Fund Manager | Paul Black | Manager Start Date | 18/01/2017 | Career Start Year | 1983 |
Education | 1981, California State University, B.S. |
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Biography |
Paul joined WCM in 1989; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since the start of his investment career in 1983, Paul’s experience includes positions as Portfolio Manager with Wells Fargo Private Banking Group, and at Bank of America. Paul earned his B.S. in Finance from California State University, San Diego. |
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Fund Manager | Kurt Winrich | Manager Start Date | 18/01/2017 | Career Start Year | 1984 |
Education | 1980, Stanford University, B.S. | 1980, Stanford University, M.S. | 1975, Westmont College, B.A. |
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Biography |
Kurt joined WCM in 1984; his primary responsibility is portfolio management for our global, fundamental growth strategies. Before he began his investment career in 1984, Kurt’s analytical background includes a position as Section Head, Computer-aided Design and Analysis, at Hughes Electronics Santa Barbara Research Center. He earned his B.A. in Physical Science from Westmont College (California), and his B.S. and M.S. in Electrical Engineering from Stanford University (California). Kurt is also a CFA® charterholder. |
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Fund Manager | Peter Hunkel | Manager Start Date | 18/01/2017 | Career Start Year | 1998 |
Education | 2004, Monterey College of Law, J.D. | 1995, San Jose State University, B.A. |
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Biography |
Pete has been working with WCM since 2001; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 1998, Pete's experience includes positions as Portfolio Analyst, Templeton Private Client Group, and as Managing Director at Centurion Alliance. He earned his B.A. (with honors) in Communications from San Jose State University (California), and his J.D. at the Monterey College of Law (California). |
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Fund Manager | Michael Trigg | Manager Start Date | 18/01/2017 | Career Start Year | 2000 |
Education | 2000, Saint Louis University, B.S. |
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Biography |
Mike Trigg is a Portfolio Manager and President with WCM Investment Managers. As a member of the Investment Strategy Groups for the firm’s global fundamental growth strategies, his primary responsibilities are portfolio management and equity research. Prior to joining WCM in 2006, he served as an equity analyst at Morningstar, Inc., where he also managed the company’s Model Growth Portfolio. Mike has also served as an analyst at the Motley Fool, an online investment service. He holds a BS in finance from Saint Louis University. |
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Fund Manager | Sanjay Ayer | Manager Start Date | 18/01/2017 |
Education | Johns Hopkins University, B.A. | Johns Hopkins University, B.A. |
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Biography |
As a member of the Investment Strategy Group for the firm’s global fundamental growth strategies, his primary responsibilities are portfolio management and equity research. Prior to joining WCM in 2007, he served as an equity analyst for Morningstar, Inc., where he covered the gaming, cruise and online travel industries. Sanjay also served previously as a performance analyst at J. & W. Seligman & Co. In addition to being a CFA® charterholder, he holds a BA in economics and a BA in applied mathematics from Johns Hopkins University. |
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Fund Manager | Jon Tringale | Manager Start Date | 31/03/2022 | Career Start Year | 2008 |
Education | California State University, B.S. |
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Biography |
Jon joined WCM in 2015; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since he began his investment career in 2008, Jon’s experience includes positions as an Analyst on the trading floor with Wedbush Securities, and as Vice President at Gerson Lehrman Group. Jon earned his B.S. (cum laude) in Finance from San Jose State University (California). |