Meet the Investor Series: JB Horner, WCM Investment Management

Disclaimer: Past performance is not indicative of future results. WCM Investment Management, LLC is exempt from the requirement to hold an Australian Financial Services License under ASIC Corporations (Repeal and Transitional) Instrument 2016/396 and is regulated by the U.S. Securities and Exchange Commission under U.S. law, which differs from Australian law.


In this episode of Meet the Investor, Joey Mouracadeh sits down with JB Horner, Business Culture Analyst at WCM Investment Management - a global investment firm specialising in high-quality global equities. JB takes us inside WCM’s distinctive approach to investing - one built around “moat trajectory,” tailwinds, and the often-overlooked power of organizational culture. He explains how the firm identifies companies not just with competitive advantages today, but those expanding those advantages over time. They unpack what it means to analyse culture as an investment factor. How can the behaviours and adaptability of a management team shape a company’s long-term moat? What does “cultural strength” or “cultural alignment” actually look like in practice? And how does WCM’s collaboration with leading academics help turn a qualitative concept into a repeatable research framework that supports performance through changing market cycles?

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