Our Investment Performance

By calculating and publishing our performance we demonstrate our commitment to compete based on our performance.  Our performance results reflect the real returns of real clients. The results are for Moderate Portfolios that are larger than $100,000.  This group represents 65% of the assets that we manage.  Please read the disclosures below.

Some brief highlights:

For the 1 year period WCM was ranked in the top 9% (92nd out of 1037) of all equity managers.

For the 3 year period WCM was ranked in the top 12% (117th out of 975) of all equity managers.

When ranked by risk WCM was ranked either #1, #2 or #3 in 13 out of 21 appropriate categories.

Download the full investment performance report here.

Why Did We Rank so High?

Our business model has a very low cost that gives us an advantage.

We manage the money ourselves and don’t have to pay for outside managers.

We trade both sides of the market going both long and short.

We have experience and expertise that others don’t have.

We rebalance and adjust on a daily basis if necessary.

For more details about our performance and our process please contact Thomas Wynn at 831-336-4367.

General Disclosures:

• WCM performance numbers are not compliant with GIPS (Global Investment Performance Standards GIPSStandards.org)
• WCM performance results are not audited or verified by a third party.
• Past performance is no guarantee of future performance.  The cost and risk of every investment should be understood before investing.

Disclosures regarding our process:

• The composite represents 65% of WCM assets under management.
• The results are the average return for actual client accounts; not models.
• All results are after all fees including management fees, commissions and custodial fees.
• Results are for portfolios greater than $100,000.
• Results are for moderate and moderately aggressive portfolios.
• The composite does not include aggressive or conservative accounts due to the small size of those composites.  Performance results for these small composites are available upon request.
• Results are for portfolios that were open for the entire quarter.
• Results are for billed accounts only.  Non billed accounts are not included.
• Accounts may be excluded from the composite for some or all of the following reasons: large deposits or withdrawals, instructions from the client to change the allocation, legacy investments, or client directed investments that are not consistent with our moderate model.