WCM Global Growth Ltd. · ASX:WQG
WCM Global Growth — Investor Presentation (October 2024)
21 slides from WCM Global Growth's investor presentation, Oct 31, 2024
Slide 1: Share Placement and Share Purchase Plan Investor Presentation
For personal use only WCM Global Growth Limited ASX code: WQG Share Placement and Share Purchase Plan Investor Presentation October 2024
Slide 2: Important information
Important information This document has been prepared by AGP International Management Pty Ltd (AGP International) ACN 617 319 123, AFSL no 237119 as the Investment Manager of WCM Global Growth Limited (ABN 69 617 281 268) (WQG). WCM Investment Management LLC (WCM) is the Investment Adviser to WQG. F
Slide 3: Disclaimer
Disclaimer This document has been prepared by AGP International Management Pty Ltd (AGP International) ACN 617 319 123, AFSL no 237119 as the Investment Manager and WCM Global Growth Limited (ABN 69 617 281 268) (WQG) in relation to a placement of shares to certain wholesale and sophisticated invest
Slide 4: Offer Overview
For personal use only Offer Overview
Slide 5: Share Placement and Share Purchase Plan Overview
Share Placement and Share Purchase Plan Overview $1.56 Purpose and benefits • • New capital raised will be invested in line with the existing investment strategy managed on behalf of WQG by WCM Investment Management, LLC. The Board of WQG believes that there will be a number of benefits from the Pla
Slide 6: Share Placement and Share Purchase Plan – Key Dates
Share Placement and Share Purchase Plan – Key Dates Placement closes How to participate in the Placement: Friday, 1 November 2024 New and existing wholesale and sophisticated investors can participate in the Placement offer via a member of the Joint Lead Manager team. SPP opens For personal use only
Slide 7: About WCM Global Growth Limited
For personal use only About WCM Global Growth Limited (ASX:WQG)
Slide 8: Executive Summary
Executive Summary • Founded in 1976, WCM Investment Management, (WCM) is a California-based specialist active global and emerging markets asset management firm with over A$153.1 billion in funds under management. For personal use only • WCM entered the Australian market in 2013 and manages circa A$2
Slide 9: Investment Objectives
WCM Global Growth Investment Objectives The Company’s investment objectives are: WCM Global Growth Limited’s investment strategy is based upon WCM’s Quality Global Growth Composite1. (“QGG”) which has delivered For personal use only 1. To exceed the portfolio’s benchmark, being the cumulative outper
Slide 10: Strong Long-Term Company Performance
Strong Long-Term Company Performance The long-term performance of the Company’s investment portfolio remains strong For personal use only As at 30 September 2024, the total portfolio value of a $10,000 investment in the Company’s initial public offer in June 2017 had grown to $26,879 as shown in the
Slide 11: Top-10 Holdings, Sector Breakdown and Market Allocation
Top-10 Holdings, Sector Breakdown and Market Allocation As at 30 September 2024, the following outlines the Top 10 holdings, sector breakdown and regional market allocation of the WQG Portfolio. For personal use only Top 10 Holdings Sector Breakdown Regional Market Allocation Company Weight % Sector
Slide 12: Progressive Quarterly Dividend Policy
Progressive Quarterly Dividend Policy WQG’s progressive quarterly dividend policy enhances shareholder value • The Company’s progressive dividend policy is an important initiative to add The chart below shows the increasing dividend payments and expected1 dividends in For personal use only sharehold
Slide 13: Strong Share Growth Since Inception
Strong Share Growth Since Inception WCM Global Growth Limited has delivered significant monthly NTA per share gains since inception For personal use only Monthly Post-Tax NTA per share 1.80 1.70 1.60 1.50 1.40 1.30 1.20 1.10 1.00 0.90 0.80 NTA Share Price 10 14.55% annualised investment return after
Slide 14: Active Capital Management to Enhance Shareholder Value
Active Capital Management to Enhance Shareholder Value The Board is committed to growing shareholder value through active capital management and efficient capital allocation For personal use only • Share Buy-back WCM Global Growth has bought back 12.3 million shares since the on-market share buyback
Slide 15: WQG Investor and Adviser Engagement
WQG Investor and Adviser Engagement Investor and adviser engagement is a critical part of the WCM Global Growth strategy For personal use only • High quality distribution • Weekly reporting of NTA team to increase investor transparency • Targeted promotion to • Investor updates independent advisers
Slide 16: About WCM Investment Management and the WCM Quality Global Growth Strategy
For personal use only About WCM Investment Management and the WCM Quality Global Growth Strategy
Slide 17: A Proven World Class Investment Manager
A Proven World Class Investment Manager About WCM Investment Management For personal use only • An independent asset management firm • Global and international equities specialist • $153.1 billion (AUD) of assets under management1 • 98 staff members, 55 of whom are owners • Highly experienced decisi
Slide 18: Global Equity Team
Global Equity Team Stable, highly experienced decision-making team For personal use only Paul Black Mike Trigg Jon Tringale Sanjay Ayer PORTFOLIO MANAGER & PORTFOLIO MANAGER & PORTFOLIO MANAGER & PORTFOLIO MANAGER & C0-CEO BUSINESS ANALYST BUSINESS ANALYST BUSINESS ANALYST Years at WCM: 34 Years at
Slide 19: A unique take on timeless principles
A unique take on timeless principles WCM’s investment strategy is driven by timeless principles: MOATS CULTURE TAILWINDS FOCUSED VALUATION For personal use only Businesses with Great people, Businesses Only best ideas; Great growth durable and growing empowered and benefiting from long- outperform w
Slide 20: Focused Investment Process
Focused Investment Process INITIAL UNIVERSE GROWTH FUNDAMENTAL PORTFOLIO For personal use only ALL NON-U.S. ANALYSIS ANALYSIS CONSTRUCTION EQUITIES Basic Screens WCM Screens Individual Business Team Review ≥ $3.5 billion market High / rising ROIC Review Diversification Low / no debt Moat trajectory
Slide 21: Downside Risk Management
Downside Risk Management For personal use only Since inception* All down years since inception* “ *Composite inception date: 31 Mar 2008. Performance calculated gross of fees. Past performance is not indicative of future results. ” You win by not losing. The less you lose in difficult times the less
WCM Global Growth — Investor Presentation (October 2024) on 6ix