You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25 billion asset manager in Laguna Beach, CA. Since then, WCM has gone up and to the right in every way, they sold a minority piece of the business to Natixis, continue to put big numbers on the board, and have grown to north of $66 billion, defying the fade of active management outflows. My guest on today’s show is Mike Trigg, a partner and portfolio manager of WCM’s Focused International Growth strategy that comprises the majority of the firm’s assets. We discuss Mike’s background, arrival at WCM in 2005, near implosion of the firm shortly thereafter, and the rising of the international strategy from those ashes. We then dive in deeper to the core tenants of WCM’s approach, discussing how the firm analyzes widening moats and cultures tied to competitive advantage. Lastly, we talk about how WCM’s growth has impacted the firm. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

On today’s Manager Meetings, Jason Klein sits down with Jarrid Tingle and Henri Pierre-Jacques. Jason is is the CIO at Memorial Sloan-Kettering Cancer Center and a past guest on Capital Allocators. Jarrid and Henri are co-founders and Managing Partners of Harlem Capital, a venture capital firm seeking to change the face of entrepreneurship by investing in 1,000 diverse founders over the next 20 years and creating a community to support diversity across the industry. Before they get going, Jason and I discuss the attributes that attracted him to Harlem, monitoring and evaluating a first time fund manager, and sizing the position in his portfolio. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership