WCM Investment Management believes its private market investments provide essential visibility into the AI landscape, particularly regarding emerging use cases and the culture of AI-native companies.

WCM's proprietary AI model analyzes SEC filings, transcripts, and reports to flag material changes in a company's "moat trajectory" over an 18-month period.

WCM Investment Management's internal AI toolset for investment analysis is named "Sherpa".

WCM Investment Management is building proprietary AI models to codify its "moat trajectory" and "culture" investment frameworks.

WCM Investment Management concluded that its portfolio underperformance was rooted in a research pipeline that had become too correlated.

WCM Investment Management uses a proprietary software application called "Everest" to log every investment decision, thought, and opinion from its team members for future analysis.

WCM Investment Management exited its position in Costco due to its high valuation, which reached a P/E multiple in the 50s.

WCM Investment Management invested in 3i Group to gain exposure to its portfolio company Action, a European retailer WCM views as an early-stage Costco.

As part of its portfolio repositioning, WCM Investment Management sold positions in companies like Louis Vuitton and Costco and initiated positions in Rolls-Royce and Siemens Energy.