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.

Ross joined WCM in 2022; his primary responsibility is equity research for our global, fundamental growth strategies. Since the start of his investment career in 2018, Ross' experience includes a position as Equity Analyst on Blackrock's US Growth Team, where he focused on small/midcap growth investing. Ross graduated Phi Beta Kappa from Tufts University (Massachusetts) with a B.A. in Economics.

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.

Miles joined WCM in 2019; his primary responsibilities are driving execution, solving problems, and leading data-centric projects for the global, fundamental growth research team and strategies. Since the start of his investment career in 2011, Miles' investment industry experience includes a position as Portfolio Strategist at OppenheimerFunds, and a position as Research Associate at Jefferies Group, LLC in New York. Earlier, he held multiple positions with FactSet in Sydney, Australia and San Mateo, California. Miles graduated from University of California, Berkeley with a B.A. in Economics.

Bernadette joined WCM in 2022; her primary responsibility is generating culture research and refining WCM's culture research framework. Since the start of her corporate analysis career in 2000, Bernadette's experience includes strategy consultant at The Monitor Group, senior payments industry consultant at Edgar Dunn & Co., chief of staff (macroeconomist Paul Romer), research & analytics lead with Medallia, and corporate culture diagnostician at Valley View Advisory. As a Ph.D. student at the Haas School of Business, University of California, Berkeley, she conducted original research on leadership & culture, and co-authored several journal publications. She earned her B.S. in Business Administration and M.S. in Foreign Service from Georgetown University (Washington, D.C), and her M.B.A. from Haas.

Yan joined WCM in 2014; her primary responsibilities are portfolio management and 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). 

Michael joined WCM in 2020; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since the start of his investment career in 2009, Michael's experience includes positions as Portfolio Manager / Equity Research Analyst at Investec Asset Management (London), as Equity Research Analyst at RMB Asset Management (Johannesburg), and as Actuarial Consultant at Deloitte. He earned a BSc in Statistics, and a BSc in Actuarial Science (with honors), from the University of the Witwatersrand (Johannesburg). Michael is also a Fellow of the Institute and Faculty of Actuaries in London.

Dave joined WCM in 2022; his primary responsibility is equity research for our global, fundamental growth strategies. Since the start of his investment career in 2016, Dave's experience includes position as Senior Investment Analyst at Somerset Capital Management (Singapore), and as Investment Analyst at SeaTown Holdings (Singapore). He graduated with honors from Nanyang Technological University (Singapore), earning a B.S. in Accountancy.

William joined WCM in 2014; his primary responsibility is the development and implementation of WCM's corporate culture research framework. Since the start of his investment career in 2014, William's experience includes positions as Trading Associate, Portfolio Associate, and Research 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) and his M.A. in Clinical Psychology from Columbia University (New York).

Brian joined WCM in 2020; his primary responsibility is communicating the firm's investment thinking while servicing investment consultants and institutional clients. Since he began his investment career in 1997, Brian worked as Managing Director for Bank of America Merrill Lynch, overseeing the firm's institutional relationships for the Western region. Brian earned his B.S. in Business Administration from the University of Southern 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. 

Nick joined WCM in 2021; his primary responsibility is portfolio management for our private growth strategy. Since he began his investment career in 1999, Nick's experience includes Global Fixed Income Analyst and Account Manager at PIMCO (Newport Beach and Sydney), founder of Kapstream Capital (Sydney), and Head of Global Bonds at Janus Henderson Investors (Newport Beach). He earned his B.A. in Economics from the University of California, San Diego and his M.B.A. from the University of California, Los Angeles.

Tamara joined WCM in 2017; her primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since the start of her investment career in 2005, Tamara's experience includes positions as Associate Portfolio Manager / Equity Research Analyst at Thornburg Investment Management in Santa Fe, NM, and as Investment Analyst at Boston-based hedge fund Greenwood Investments. Tamara earned a B.S. (cum laude) in Business Administration (Finance concentration) from Boston University School of Management (Massachusetts).

Fred joined WCM in 2022; his primary responsibility is portfolio management for our private growth strategy. Since he began his investment career in 2005, Fred's experience includes Managing Director at University of Southern California, where he led the endowment's venture capital and private equity strategies. Prior to USC, he was a financial analyst at Goldman, Sachs & Co in the Investment Management Division. He earned his B.A. in Economics from Stanford University (California) and his M.B.A. from the University of Southern California.

Ryan joined WCM in 2019; his primary responsibility is communicating the firm's investment thinking while servicing investment consultants and institutional clients. Since he began his investment career in 1997, Ryan's experience includes positions on the NYSE-floor with Merrill Lynch, Bear Stearns, and Deutsche Bank, as investment consultant at Monticello Associates (Denver) and Canterbury Consulting (Newport Beach), and as CPM with Alternative Investment Management (New York). Ryan earned his B.A. in History from Colgate University (New York), and his M.B.A. / M.S.F. from the University of Denver (Colorado) – Daniels College of Business.

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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. 

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.

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; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since he began his investment career in 2008, Jon's experience includes positions as an Analyst, on the trading floor with Wedbush Securities, and as Vice President at Gerson Lehrman Group. Jon earned his B.S. (cum laude) in Finance from San Jose State University (California).

Lakshman joined WCM in 2019; 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 2008, Lakshman's investment industry experience includes a position as Research Analyst at Harding Loevner in Bridgewater, NJ, and a position as Equity Analyst at Cupps Capital Management in Chicago, IL. Lakshman worked as an engineer at Microsoft Corporation prior to transitioning to the investment industry. Lakshman earned an M.B.A. from the University of Chicago Booth School of Business (Illinois), where he graduated with high honors. Lakshman also holds a B.E. in Electronics Engineering from the University of Mumbai (India), and an M.S. in Electrical and Computer Engineering from the University of Texas at Austin.

Daniel joined WCM in 2017; his primary responsibility is communicating the firm's investment thinking while servicing investment consultants and institutional clients. Since he began his career in 2011, Daniel's experience includes a role as Client Portfolio Associate at WCM, Portfolio Associate at WCM, a position as Cash Management Associate at TD Ameritrade, and Marketing & Licensing Assistant at ABKCO Music & Records. Daniel earned his B.A. in Social Sciences from the University of Southern California and his M.A. in Music Business from New York University.

Kurt joined WCM in 1984. Effective December 31, 2021, Kurt, who served as co-CEO of WCM and Portfolio Manager on two strategies, Focused Growth International ("FGI") and Quality Global Growth ("QGG"), retired. Post-retirement, Kurt will remain Chairman of the Board at WCM for the foreseeable future. Since Kurt will remain Chairman of the Board, he will also remain an equity owner at WCM and maintain his current stake.

Drew joined WCM in 2013; his primary responsibilities are portfolio management and equity research for our global value strategies. Drew's investment industry career began in 2013 at WCM Investment Management, first as Portfolio Associate, and later as Marketing & Communications Manager. Drew earned his B.A. in Communication from the University of California, San Diego.

Sachin joined WCM in 2021; his primary responsibility is to produce original equity research for our fundamental value strategies. Since the start of his investment career in 2014, Sachin's experience includes a position as Equity Research Analyst at Thornburg Investments, Equity Research Associate at Janus Capital Group, and Founder of Fault Line Capital. He earned his B.A. in Business Administration from the University of Colorado Boulder, and his MBA from the University of Chicago. Prior to his investment career, Sachin's experience includes roles as a financial statement auditor and a consultant in PwC's Audit and Capital Markets practices. Sachin is a Certified Public Accountant.

Andrew joined WCM in 2007; his primary responsibilities are portfolio management and equity research for our global value strategies. Since the start of his investment career in 2006, Andrew's experience includes a position at BNY Mellon Wealth Management. Andrew earned his B.S. in Economics and Management Science from the University of California, San Diego, where he graduated with honors.

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.

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. 

Corey joined WCM in 2021; his primary responsibility is to produce original equity research for our fundamental value strategies. Since he began his investment career in 2015, Corey's experience includes a position as Senior Equity Research Associate at Brandes Investment Partners in San Diego. Corey earned his B.B.A. in Finance from Texas A&M University, where he graduated summa cum laude. He earned his M.B.A. from Columbia University (New York). 

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. 

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.

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.

Sameer joined WCM in 2019; his primary responsibility is equity research for our US small-cap and SMID-cap growth strategies, focusing on the Health Care sector. Since the start of his investment career in 2003, Sameer's experience includes a position as Senior Healthcare Analyst at Guidepoint Global, a leading primary research firm. Prior to that, he served as Senior Analyst at TimesSquare Capital Management, LLC,  Research Analyst at Eagle Asset Management, and Equity Research Associate at Raymond James & Associates. Sameer earned his B.A in Economics and International Studies from the University of Chicago (Illinois), where he graduated with honors. 

Pablo joined WCM in 2018; his primary responsibilities are portfolio management and equity research for our global core 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. 

Rolf joined WCM in 2018; his primary responsibilities are portfolio management and equity research for our global core 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. 

Alex joined WCM in 2021; her primary responsibility is equity research for our global core strategies. Alex joined WCM following her internship with WCM's Global Core Team in 2020. Prior to her experience at WCM, Alex interned with the Securities Division of Goldman Sachs. Alex earned her B.A. in Economics at Scripps College (California).

Rob joined WCM in 2018; his primary responsibilities are portfolio management and equity research for our global core 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. 

Kevin joined WCM in 2020; his primary responsibility is equity research for our global core strategies. Since he began his investment career in 2013, Kevin's experience includes a position as Investment Associate at The Gordon and Betty Moore Foundation where he focused on the foundation's public equities portfolio.  Previously, he worked in investment banking at Jefferies Group and Canaccord Genuity.  Kevin earned his B.S. in Economics from Duke University (North Carolina) and his M.B.A. from Columbia Business School (New York).

Cameron joined WCM in 2023. As a member of the Investment Strategy Group for our dividend growth strategies, his primary responsibilities are portfolio management and equity research. Cameron also co-founded Martin Capital Partners, a boutique dividend growth investment manager and currently manages assets at Martin Capital Partners. Prior to Martin Capital, he was a portfolio manager for a pacific northwest-based asset management boutique, co-managing that firm's dividend growth fund. Cameron previously managed private client portfolios on behalf of the Portfolio Management Group, a division of Smith Barney, and was an active member of the firm's Portfolio Management Institute. A University of Oregon graduate, Cameron began his career in the investment management business in 1996. In addition to serving local non-profit boards, Cameron currently serves on the Board of Directors of Palomar Specialty (a subsidiary of southern California-based Palomar Holdings, a public insurance company). He is a past recipient of the University of Oregon's Leo Harris Award, recognizing a former letterman for distinction in his profession and community.

Martin Capital Partners ("MCP") is wholly owned advisory subsidiary of WCM. Certain Supervised Persons of MCP are also Supervised Persons of WCM for those WCM client accounts they manage. However, the operations of MCP are separate and independent from WCM, and such individuals are obligated to comply with the policies and procedures and code of ethics of both firms.

Reid joined WCM in 2023. As a member of the Investment Strategy Group for our dividend growth strategies, his primary responsibilities are portfolio management and equity research. Reid also co-founded Martin Capital Partners, a boutique dividend growth investment manager and currently manages assets at Martin Capital Partners. Prior to Martin Capital, he was a portfolio manager for a pacific northwest-based asset management boutique, co-managing that firm's dividend growth fund. Reid entered the financial services industry in 2002 as a research analyst and trader for Juniper Capital, an Oregon-based investment advisory firm. He received a Bachelor of Science degree from the University of Oregon and is a member of the CFA Institute and the Chartered Financial Analyst Society of Portland.

Martin Capital Partners ("MCP") is wholly owned advisory subsidiary of WCM. Certain Supervised Persons of MCP are also Supervised Persons of WCM for those WCM client accounts they manage. However, the operations of MCP are separate and independent from WCM, and such individuals are obligated to comply with the policies and procedures and code of ethics of both firms.

Andy joined WCM in 2023. His primary responsibility is communicating the firm's investment philosophy and strategic thinking for WCM and Martin Capital Partners. He has extensive industry experience, dating to 1985, implementing investment strategies for family's and business owners. Andy has worked for prominent national investment firms such as Smith Barney, Ragen Mackenzie and Wells Fargo, as well as smaller boutique advisory groups, most recently Sheppard Wealth Management. In addition to his work with investment clients, Andy serves as a mentor, volunteer and board member for Agape Families, which he and his wife Heather founded in 2012. He has been a long-time volunteer with the Oregon Department of Corrections, twice receiving the DOC Outstanding Volunteer Award (2011, 2014). Recently, Andy and Heather helped establish Thrive Housing Network, a supportive housing program for vulnerable Lane County residents. Andy joined Martin Capital Partners in 2022 as a Client Portfolio Manager.

Martin Capital Partners ("MCP") is wholly owned advisory subsidiary of WCM. Certain Supervised Persons of MCP are also Supervised Persons of WCM for those WCM client accounts they manage. However, the operations of MCP are separate and independent from WCM, and such individuals are obligated to comply with the policies and procedures and code of ethics of both firms.