Associate Global Partners
Associate Global Partners
  • Видео 141
  • Просмотров 69 850
Stock in Focus: Taiwan Semiconductor
A key focus of the WCM Quality Global Growth Equity Strategy is to find quality global companies with durable, strengthening economic moats and corporate cultures aligned to this growth. An example of a company that demonstrates these characteristics is Taiwan Semiconductor Manufacturing Company (TSMC).
Established in 1987, TSMC is the largest semiconductor foundry in the world, manufacturing over 11,000 different products for over 500 different customers. It has boasted a long list of clients including Apple, Sony, and Qualcomm.
Through its unique business model, choosing not to design, manufacture or market any semiconductor products under its own name, TSMC ensures that it never competes...
Просмотров: 100

Видео

Webinar: How a good corporate culture may help drive investor returns
Просмотров 11121 день назад
In this webinar Ryan Quinn, Client Portfolio Manager at WCM Investment Management talks to Nicole Aubrey, Head of Distribution at Associate Global Partners about how a good corporate culture may help drive investor returns. In this session, Ryan discusses the importance of corporate culture on a company's economic moat, provides an update on the WCM Quality Global Growth Strategy including rece...
Quarterly update on the WCM Quality Global Growth Strategy - June 2024
Просмотров 1932 месяца назад
Global equity markets moved higher in June, completing their third consecutive quarterly gain. As a result, the investment team at WCM Investment Management believes the outlook is as compelling as it has ever been. We recently caught up with Ryan Quinn, the Client Portfolio Manager at WCM to discuss his main observations about the markets and provide an update on the WCM Quality Global Growth ...
Quarterly update on the WCM International Small Cap Growth Fund - June 2024
Просмотров 912 месяца назад
Although global equity markets moved higher in June, completing their third consecutive quarterly gain, performance has widely ranged across different geographies causing volatility to be more present in the small cap part of the market compared with large caps. We recently caught up with Ryan Quinn, the Client Portfolio Manager at WCM Investment Management to discuss his main observations abou...
Stock in Focus - Illumina
Просмотров 732 месяца назад
Stock in Focus - Illumina
Quarterly update on the Vertium Equity Income Fund - June 2024
Просмотров 322 месяца назад
We recently caught up with Jason Teh, Chief Investment Officer at Vertium Asset Management to discuss his main market observations in the past quarter and provide an update on the Vertium Equity Income Fund.
Stock in Focus - AppLovin
Просмотров 963 месяца назад
Stock in Focus - AppLovin
Webinar with Vinva Investment Management
Просмотров 1444 месяца назад
In this webinar, Trent Larcombe, Portfolio Manager of the Vinva Global Systematic Equities Fund (Class C) spoke with Nicole Aubrey, Head of Wholesale Distribution at Associate Global Partners to provide an introduction to Vinva and what makes its investment process unique, explain how systematic investing works and how it is applied to portfolios, what makes the Vinva Global Systematic Equities...
Stock in Focus: Datadog
Просмотров 815 месяцев назад
A key focus of the WCM Quality Global Growth Equity Strategy is to find quality global companies with durable, strengthening economic moats and corporate cultures aligned to this growth. An example of a company that demonstrates these characteristics is Datadog. Founded in New York in 2010, Datadog is a cloud-based monitoring and analytics platform that helps companies monitor servers, database...
Introduction to Vinva Investment Management
Просмотров 885 месяцев назад
Find out more about Vinva Investment Management and it's investment philosophy.
Webinar with Jason Teh and Peter Switzer
Просмотров 1415 месяцев назад
In this webinar, Jason Teh, Portfolio Manager of the Switzer Dividend Growth Fund spoke to Peter Switzer about the changes to the investment strategy of the Fund, the benefits of these changes, the potential for long-term performance, and the argument for Australian equities and active management in this market.
Quarterly update on the WCM International Small Cap Growth Fund - March 2024
Просмотров 625 месяцев назад
We recently caught up with Ryan Quinn, the Client Portfolio Manager at WCM Investment Management to discuss his main observations about the markets and provide an update on the WCM International Small Cap Growth Fund.
Quarterly update on the WCM Quality Global Growth Strategy - March 2024
Просмотров 1205 месяцев назад
We recently caught up with Ryan Quinn, the Client Portfolio Manager at WCM Investment Management to discuss his main observations about the markets and provide an update on the WCM Quality Global Growth Equity Strategy.
Quarterly update on the Vertium Equity Income Fund - March 2024
Просмотров 285 месяцев назад
We recently caught up with Jason Teh, Chief Investment Officer at Vertium Asset Management to discuss his main observations about the markets and provide an update on the Vertium Equity Income Fund.
An update on the WCM Quality Global Growth Strategy - December 2023
Просмотров 1585 месяцев назад
2023 was a year which began with concerns over inflation, high interest rates and the likelihood of global recession ended with optimism. The combination of inflation coming down faster than expected and the resilience of the global economy in the face of higher interest rates were the key factors behind the strong performance of global equity markets in 2023. We recently caught up with Ryan Qu...
An Update on the WCM International Small Cap Growth Fund - December 2023
Просмотров 605 месяцев назад
An Update on the WCM International Small Cap Growth Fund - December 2023
Stock in Focus: Novo Nordisk
Просмотров 2026 месяцев назад
Stock in Focus: Novo Nordisk
Webinar: The case for global growth investing
Просмотров 1156 месяцев назад
Webinar: The case for global growth investing
2023 in Review with Jason Teh, Chief Investment Officer at Vertium Asset Management
Просмотров 538 месяцев назад
2023 in Review with Jason Teh, Chief Investment Officer at Vertium Asset Management
Are income investors at the crossroads? | Jason Teh at the Retirement Income Forum
Просмотров 3811 месяцев назад
Are income investors at the crossroads? | Jason Teh at the Retirement Income Forum
An Update on the WCM International Small Cap Growth Fund - September 2023
Просмотров 8011 месяцев назад
An Update on the WCM International Small Cap Growth Fund - September 2023
An update on the WCM Quality Global Growth Strategy - September 2023
Просмотров 17511 месяцев назад
An update on the WCM Quality Global Growth Strategy - September 2023
Are income investors at crossroads? | with Jason Teh at Vertium Asset Management
Просмотров 66Год назад
Are income investors at crossroads? | with Jason Teh at Vertium Asset Management
Meet the Manager | Woodbridge Capital
Просмотров 125Год назад
Meet the Manager | Woodbridge Capital
An update on the WCM Quality Global Growth Strategy
Просмотров 263Год назад
An update on the WCM Quality Global Growth Strategy
Webinar: An update on the WCM International Small Cap Growth Fund
Просмотров 102Год назад
Webinar: An update on the WCM International Small Cap Growth Fund
SwitzerTV with Ben Finger & Peter Switzer
Просмотров 300Год назад
SwitzerTV with Ben Finger & Peter Switzer
Webinar for Advisers: The evolving investment and income opportunity in retail real estate
Просмотров 78Год назад
Webinar for Advisers: The evolving investment and income opportunity in retail real estate
Webinar for Direct Investors: The evolving investment and income opportunity in retail real estate
Просмотров 107Год назад
Webinar for Direct Investors: The evolving investment and income opportunity in retail real estate
Forest Hill Chase Shopping Centre
Просмотров 371Год назад
Forest Hill Chase Shopping Centre