Sanjay joined WCM in 2007; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 2002, Sanjay’s experience includes a position as Equity Analyst at Morningstar, Inc. in Chicago, where he covered the gaming, cruise, and online travel industries, and an earlier position at J. & W. Seligman & Co. in New York as a performance analyst. Sanjay graduated Phi Beta Kappa from Johns Hopkins University (Maryland) with a B.A. in Economics and B.S. in Applied Mathematics. He is also a CFA charterholder.

Paul joined WCM in 1989; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since the start of his investment career in 1983, Paul’s experience includes positions as Portfolio Manager with Wells Fargo Private Banking Group, and with Bank of America. At WCM, Paul has helped define the firm’s investment strategy and pilot the firm’s direction. In addition to his active role in portfolio management, he has also served as a client liaison for the communication of the firm’s investment thinking. Paul earned his B.S. in Finance from California State University, San Diego.

Connor joined WCM in 2018; his primary responsibility is to assist in the generation of original equity research for our fundamental value strategies. Since he began his investment career in 2016, Connor’s experience includes a position as Research Analyst at Bares Capital Management for their domestic Small-Cap strategy. Earlier, he completed an internship as International Research Analyst at Denver Investments for their International Small-Cap strategy. Connor earned his B.S. in Agricultural Economics from Kansas State University.

Jon joined WCM in 2016; his primary responsibilities are portfolio management and equity research for our fundamental value strategies. Since the start of his investment career in 2001, Jon’s experience includes a stint as principal at Opus Capital Management, where he was one of three portfolio managers on the Opus Small-Cap Value flagship product, as well as a founder of, and portfolio manager for, the Focused Small-Cap product. Earlier, he held positions at Valuation Research Corporation and Arthur Andersen LLP, performing valuation work for public and private companies, primarily with respect to equity and option valuations, purchase price allocations, intangible assets and asset impairment testing. Jon graduated magna cum laude from Xavier University (Ohio) with a B.S.B.A. in Finance. He is also a CFA charterholder.

Conor joined WCM in 2017; his primary responsibility is to produce original equity research for our global, fundamental growth strategies. Since the start of his investment career in 2015, Conor’s experience includes a position as Equity Research Associate at Evercore ISI. Earlier, he held internships at J.P. Morgan, at Dartmouth’s Tuck School of Business, and at Grantham, Mayo, Van Otterloo. Conor earned his B.A. in Economics and Political Science from Amherst College (Massachusetts).

Pablo joined WCM in 2018; his primary responsibilities are portfolio management and equity research for our global ESG strategies. Since he began his investment career in 2007, Pablo’s experience includes a position as Associate Portfolio Manager and Equity Research analyst at Thornburg Investment Management in Santa Fe, NM. Additionally, he served as Global Equity Analyst at Turner Investments, and as an intern at BlackRock. Pablo graduated summa cum laude from Drexel University (Pennsylvania) with a B.S. in Business Administration and a concentration in Finance and Accounting. He is also a CFA charterholder.

Yan joined WCM in 2014; her primary responsibility is to produce original equity research for our global, fundamental growth strategies. Since she began her investment career in 2008, Yan’s experience includes positions as Manager Research Associate at Wilshire Associates (Santa Monica, CA), as Fixed Income Investment Manager at Industrial & Commercial Bank of China (Beijing) in China, and as trainee in the UBS Graduate Training Program in Switzerland and Germany. She earned her B.A. and M.A. in Finance from The School of Finance at Renmin University of China (Beijing), and her M.B.A. from the University of California, Irvine (California). Yan is also a CFA and CAIA charterholder.

Anthony joined WCM in 2016; his primary responsibilities are portfolio management and equity research for our fundamental value strategies. Since the start of his investment career in 2006, Anthony’s experience includes a position at Opus Capital Management, where he was a research analyst on the Opus Small-Cap Value flagship product, as well as a founder of, and portfolio manager for, the Focused Small-Cap product. Previously, Anthony held positions at The Private Client Reserve of U.S. Bank, where he conducted economic / capital market research and detailed asset allocation analysis, and at Renaissance Investment Management, where he performed operations and security analysis duties. Anthony graduated from Miami University (Ohio) with a B.S. in Finance. He is also a CFA charterholder.

Chad joined WCM in 2018; as a member of the Investment Strategy Group for our domestic growth strategies, his primary responsibilities are portfolio management and equity research. Chad's industry experience includes serving as Assistant Portfolio Manager for the Small-Cap Growth and SMID-Cap Growth strategies at Kennedy Capital Management and, earlier, at Missouri Valley Partners. Chad also served as Equity Research Analyst at both Kennedy Capital Management and Missouri Valley Partners, with significant experience following the Information Technology sector. Chad graduated Summa Cum Laude from Saint Louis University (Missouri) with a B.S. in Finance.

William joined WCM in 2014; his primary responsibility is to facilitate the continuing development and implementation of our corporate culture research process. Since the start of his investment career in 2014, William’s experience includes positions as Trading Associate and Portfolio Associate at WCM Investment Management, before his promotion to Business Culture Analyst in 2016. William earned his B.B.A. in Economics from the University of San Diego (California).

Pete has been working with WCM since 2001; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since the start of his investment career in 1998, Pete’s experience includes a position as Portfolio Analyst for the Templeton Private Client Group, followed by his time as Managing Director at the formerly WCM-affiliated firm, Centurion Alliance. He earned his B.A. in Communications from San Jose State University (California), where he graduated with honors, and his J.D. at the Monterey College of Law (California).

Greg joined WCM in 2014; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 2001, Greg’s experience includes positions as Senior International Research Analyst at Rainier Investment Management in Seattle, where he helped launch the firm’s international small-cap product, and as Vice President and Analyst at Allianz Global Investors in San Diego, where he was responsible for covering global consumer stocks. Earlier, he held positions as Research Analyst at Osmium Partners, a San Francisco-based hedge fund, and as Investment Banking Analyst at UBS in New York. He earned a B.S. in Business Administration from the University of Kansas, where he graduated with honors, and an M.B.A. from the University of California, Berkeley. He is also a CFA charterholder.

Rolf joined WCM in 2018; his primary responsibilities are portfolio management and equity research for our global ESG strategies. Since the start of his investment career in 2005, Rolf’s experience includes a position as analyst and portfolio manager at Thornburg Investment Management in Santa Fe (NM) where he concentrated on ESG investing. Prior to that, he worked as an analyst at NCM Capital. Rolf earned an M.B.A. from Duke University (North Carolina), and a B.S. in Engineering from Colorado School of Mines, where he graduated with honors. He is also a CFA charterholder.

Don joined WCM in 2005; as a non-voting participant in the ISG for our fundamental value strategies, Don is responsible for communicating the firm’s investment thinking while servicing client relationships with investment consultants, endowments, foundations, family offices, and other institutions. Since he began his investment career in 1999, Don’s experience includes positions as Research Analyst with London Pacific Advisors, and Portfolio Analyst with Roger Engemann & Associates. Don earned his B.S. in Cellular Biology from the University of Kansas, and his M.B.A. from the University of Missouri (Kansas City).

Tamara joined WCM in 2017; her primary responsibility is to produce original equity research for our global, fundamental growth strategies. Since she began her investment career in 2005, Tamara’s experience includes a position as Associate Portfolio Manager and Equity Research Analyst at Thornburg Investment Management in Santa Fe, NM, and as an Investment Analyst at Greenwood Investments, a Boston-based hedge fund. Tamara graduated cum laude from Boston University School of Management (Massachusetts) with a B.S. in Business Administration, and a concentration in Finance. She is also a CFA charterholder.

Pat joined WCM in 2016; his primary responsibilities are portfolio management and equity research for our fundamental value strategies. Since the start of his investment career in 2010, Pat’s experience includes a position at Opus Capital Management, where he was a research analyst on the Opus Small-Cap Value flagship product, as well as a founder of, and portfolio manager for, the Focused Small-Cap product. Previously, Pat held the Associate Analyst position at Avondale Partners LLC, where he assisted in research. Earlier still, he worked as a senior consultant at Ernst & Young LLP, where he established the Los Angeles office’s Fraud Investigation and Dispute Services practice. Pat earned his B.B.A. in Finance and Public Policy from the College of William & Mary (Virginia), and his M.B.A. from the University of Virginia. He is also a CFA charterholder.

Rob joined WCM in 2018; his primary responsibility is to produce original equity research for our global ESG strategies. Since he began his investment career in 2008, Rob’s experience includes a position as Equity Research Analyst at Thornburg Investment Management in Santa Fe, NM. Prior to that role, he also worked with Thornburg's Sales and Marketing Groups. Rob graduated from Southern Methodist University (Texas) with a B.B.A. in Finance. He is also a CFA charterholder.

John joined WCM in 2018; his primary responsibilities are portfolio management and equity research for our US small-cap and SMID-cap growth strategies. Since the start of his investment career in 1991, John’s experience includes a position as lead portfolio manager for the Small-Cap Growth and SMID-Cap Growth strategies at Kennedy Capital Management and, earlier, at Missouri Valley Partners. Earlier still, he was a founding partner at Pearl Street Capital, where he managed a sector-focused long/short fund. John earned his M.B.A. in Finance from the University of Notre Dame (Indiana), and his B.S. in Finance from the University of Missouri.

Ken joined WCM in 2018; as Business Analyst, his primary responsibility is to produce original equity research for our global, fundamental growth strategies. Since he began his investment career in 2013, Ken’s experience includes a position as Senior Equity Research Associate at Dodge & Cox Investment Management in San Francisco, and earlier a position as Equity Research Associate at Credit Suisse in New York. Ken graduated with honors from Georgetown University (Washington, D.C.), earning a B.S. in Business Administration, with concentrations in Finance and Management. He is also a CFA charterholder.

Jung joined WCM in 2018; as Business Analyst, his primary responsibility is to produce original equity research for our global, fundamental growth strategies. Since the start of his investment career in 2005, Jung’s experience includes a research analyst position with OrbiMed Advisors, a leading health care-dedicated investment firm. Prior to joining OrbiMed, he was part of the health care team at J.P. Morgan’s investment banking division. Jung graduated from Dickinson College (Pennsylvania) with a B.A. in Economics.

Mike joined WCM in 2012; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since the start of his investment career in 2006, Mike’s experience includes a position as Senior Equity Analyst and Equity Strategist at Morningstar, Inc. in Chicago. While there, he also managed the Morningstar Opportunistic Investor, a portfolio and newsletter focusing on special situations and growth companies, and additionally played an instrumental role in the development of Morningstar’s economic moat trend methodology. Mike earned his B.S. in Finance from the University of Illinois at Urbana-Champaign and is also a CFA charterholder.

Mike joined WCM in 2006; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 2000, Mike’s experience includes a position as Equity Analyst at Morningstar, Inc. in Chicago where, in addition to general equity analysis, he managed their Model Growth Portfolio. Earlier, Mike held a position as Analyst at the Motley Fool, an online investment service. He earned his B.S. in Finance from Saint Louis University (Missouri), where he graduated with honors.

Jon joined WCM in 2015; as a non-voting participant in the ISG for our global, fundamental growth strategies, Jon is responsible for communicating the firm’s investment thinking while servicing client relationships with investment consultants, endowments, foundations, family offices, and other institutions. Since he began his investment career in 2008, Jon’s experience includes a position as Vice President at Gerson Lehrman Group and, earlier, on the trading floor with Wedbush Securities. Jon earned his B.S. in Finance from San Jose State University (California), where he graduated cum laude.

Kurt joined WCM in 1984; as a member of the Investment Strategy Groups for our global, fundamental growth strategies, his primary responsibility is portfolio management. Kurt’s analytical background includes a position as the head of computer-aided design and analysis with Hughes Electronics Santa Barbara Research Center. He earned his B.A. in Physical Science from Westmont College (California), his B.S. and M.S. in Electrical Engineering from Stanford University (California), and is also a CFA charterholder.