Keep pulling the thread on Sloane Payne & Dave Joerger.
WCM Investment Management has grown to $120 billion in assets under management.
Since 2004, fewer than four employees have voluntarily left WCM Investment Management.
Sloane Payne, the COO of WCM Investment Management, plans to retire in two years.
Dave Joerger is set to succeed Sloane Payne as the COO of WCM Investment Management upon Payne's retirement.
Kurt Winrich, a former co-CEO of WCM Investment Management, reduced his ownership stake from 90% to 24% by the time he retired.
Kurt Winrich distributed the majority of his equity in WCM Investment Management to employees at virtually no cost.
WCM Investment Management's succession plan allows retiring partners to receive their equity dividend for seven years, after which they return the equity to the firm at book value.
WCM Investment Management employs a Chief Culture Officer, Matt Miller, to reinforce the firm's values and best practices.
WCM Investment Management has developed an internal AI research assistant called Sherpa, which is built on Anthropic's Claude model.
WCM Investment Management uses an internal AI tool called Everest for company culture analysis as part of its investment research process.
WCM Investment Management has almost failed as a business at least three times.
An employee at WCM Investment Management, Scott Peters, migrated the company's CRM from Salesforce to HubSpot in under three months.