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WCM Investment Management | Our People | WCM takes an audacious approach to equity research that is not constrained by the status quo.
About WCM
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Investment Team

WCM takes an audacious approach to equity research that is not constrained by the status quo. This pervades everything we do, from constructing portfolios distinct from their respective benchmarks to focusing on unique business elements, such as moat trajectory.

Through candor and self-awareness, we strive for continuous improvement. While the importance of self-improvement is readily apparent, the same mistakes are often repeated in the investment management industry; too few critically analyze past decisions, and many fail to establish discipline sufficient to minimize excess risk.

Sanjay Ayer
Portfolio Manager & Business Analyst

Sanjay’s primary responsibilities are portfolio management and equity research. Prior to joining WCM in 2007, his career in the investment industry includes a position as an equity analyst at Morningstar, Inc. in Chicago, where he covered the gaming, cruise and online travel industries. Additionally, he held a performance analyst position at J. & W. Seligman & Co. in New York. Sanjay graduated Phi Beta Kappa from Johns Hopkins University with a B.A. in Economics and B.S. in Applied Mathematics. He is also a CFA charterholder.

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Paul R. Black
Portfolio Manager, co-CEO

Paul’s primary responsibility is portfolio management. Prior to joining WCM in 1989, his career in the investment industry includes positions as portfolio manager with Wells Fargo Private Banking Group and Bank of America. At WCM, Paul has helped define our investment strategy and pilot the firm’s overall direction. In addition to his active role in portfolio management, he has served as a client liaison. Paul earned his B.S. in Finance from California State University, San Diego.

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Jonathon M. Detter
Portfolio Manager & Business Analyst

Jon’s primary responsibilities are portfolio management and equity research for WCM's U.S. Focused Micro Cap and Focused Small Cap strategies. Prior to joining WCM in 2016, he was a principal at Opus Capital Management, where he was one of three portfolio managers on the Opus Small Cap Value flagship product and one of the initiators and portfolio managers on the Focused Micro Cap and Focused Small Cap products. Previously, Jon held positions at Valuation Research Corporation and Arthur Andersen LLP, where he performed 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 with a BSBA in Finance. He is also a CFA charterholder.

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Yan Gao
RESEARCH ASSOCIATE

Yan’s primary responsibilities are to support WCM’s research team with data projects and general analysis. Prior to joining WCM in 2014, her career in the investment industry includes positions as an investment manager at Industrial & Commercial Bank of China in China, associate at Wilshire Associates in Santa Monica, California, and a stint in the UBS Graduate Training Programs in Switzerland and Germany. She earned her B.A. and M.A. in Finance from Renmin University of China and her M.B.A. from the University of California, Irvine. She is also a CFA and CAIA charterholder.

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Anthony B. Glickhouse
Portfolio Manager & Business Analyst

Anthony’s primary responsibilities are portfolio management and equity research for WCM’s U.S. Focused Micro Cap and Focused Small Cap strategies. Prior to joining WCM in 2016, he was at Opus Capital Management, where he was a research analyst on the Opus Small Cap Value flagship product and one of the initiators and portfolio managers on the Focused Micro Cap and Focused Small Cap products. 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.  Additionally, he held a position at Renaissance Investment Management, where he performed operations and security analysis duties. Anthony graduated from Miami University with a BS in Finance. He is also a CFA Charterholder.

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Peter J. Hunkel
PORTFOLIO MANAGER & BUSINESS ANALYST

Peter’s primary responsibilities are portfolio management and equity research. His career in the investment industry includes a position as a portfolio analyst for the Templeton Private Client Group. Peter has been working with WCM since 2001, initially as managing director at a formerly affiliated firm, Centurion Alliance. He earned his B.A. in Communications from San Jose State University, where he graduated with honors, and his J.D. at the Monterey College of Law.

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Greg Ise
PORTFOLIO MANAGER & BUSINESS ANALYST

Greg’s primary responsibilities are portfolio management and equity research. Prior to joining WCM in 2014, his career in the investment industry includes a position as senior international research analyst at Rainier Investment Management in Seattle, where he helped launch the firm’s first international product, and as vice president and analyst at Allianz Global Investors in San Diego, where he was responsible for covering global consumer stocks. Additionally, he held a position as research analyst at Osmium Partners, a San Francisco-based hedge fund, and as an 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.

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Don K. Kuo
PORTFOLIO MANAGER, VALUE STRATEGIES

Don’s primary responsibilities are portfolio management, equity research and client service for the firm’s quantitative value strategies. Prior to joining WCM in 2005, his career in the investment industry 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.

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Brett B. Lawrence
Client Portfolio Manager

As a non-voting participant in the Investment Strategy Groups for WCM’s global growth strategies, Brett is responsible for communicating the firm’s investment decisions and strategies while servicing business relationships with investment consultants, endowments/foundations, family offices and other institutions.  Prior to joining WCM in 2016, Brett spent seven years at Carpenter & Company, most recently serving as EVP and Chief Operating Officer for the firm and as Principal for the Carpenter Community Bancfund, a private equity fund focused on the banking industry.  Prior to joining Carpenter, he served six years on active duty as a Surface Warfare Officer in the United States Navy.  Brett earned his B.S. in Economics from the United States Naval Academy and his MBA from the Stanford University Graduate School of Business.

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Patrick F. McGee
Portfolio Manager & Business Analyst

Pat’s primary responsibilities are portfolio management and equity research for WCM's U.S. Focused Micro Cap and Focused Small Cap strategies. Prior to joining WCM in 2016, he was at Opus Capital Management, where he was a research analyst on the Opus Small Cap Value flagship product and one of the initiators and portfolio managers on the Focused Micro Cap and Focused Small Cap products. Previously, Pat held positions as an associate analyst at Avondale Partners LLC, where he assisted in research.  Additionally, 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 BBA in Finance and Public Policy from the College of William and Mary and his MBA from the University of Virginia. He is also a CFA Charterholder.

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James C. Owens
PORTFOLIO MANAGER

Jim’s primary responsibilities are portfolio management, securities research, and client service. Prior to joining WCM in 1984, his career in the investment industry includes positions as portfolio manager and research analyst for Wells Fargo Investment Advisors, as well as portfolio manager for the Bank of Newport Trust. In his day-to-day role, Jim works directly with clients to define investment policy and build suitable portfolios. He earned his B.A. in Economics from the University of California, Santa Barbara and his M.A. from California State University, Fullerton.

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Sloane W. Payne
PORTFOLIO MANAGER, VALUE STRATEGIES

Sloane’s primary responsibilities are portfolio management, equity research, and client service for the firm’s quantitative value strategies. Prior to joining WCM in 2004, his career in the investment industry includes positions as a portfolio specialist and manager with Fisher Investments, as well as a principal with Atticus Partners, where he specialized in derivatives trading and hedging strategies. Sloane earned his B.A. in Philosophy from Duke University.

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Michael Z. Tian
BUSINESS ANALYST

Michael’s primary responsibility is to produce original equity research for the firm’s investment teams. Prior to joining WCM in 2012, his career in the investment industry includes a position as senior equity analyst and equity strategist at Morningstar, Inc. in Chicago. Additionally, Michael managed the Morningstar Opportunistic Investor, a portfolio and newsletter focusing on special situations and growth companies. Also of note, he played an instrumental role in the development of the economic moat trend methodology at Morningstar. Michael earned his B.S. in Finance from the University of Illinois at Urbana-Champaign and is also a CFA charterholder.

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Michael B. Trigg
PORTFOLIO MANAGER & BUSINESS ANALYST

Mike’s primary responsibilities are portfolio management and equity research. Prior to joining WCM in 2006, Mike served as equity analyst at Morningstar, Inc. in Chicago where, in addition to general equity analysis, he managed their Model Growth Portfolio. Mike also held an analyst position at the Motley Fool, an online investment service. He earned his B.S. in Finance from Saint Louis University, where he graduated with honors.

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Jon R. Tringale
Client Portfolio Manager

As a non-voting participant in the Investment Strategy Groups for WCM’s global growth strategies, Jon is responsible for communicating the firm’s investment decisions and strategies while servicing business relationships with investment consultants, endowments/foundations, family offices and other institutions. Prior to joining WCM in 2015, Jon’s investment industry experience includes a position on the trading floor at Wedbush Securities, as well as the role of Vice President at Gerson Lehrman Group. Jon earned his B.S. in Finance from San Jose State University, where he graduated cum laude.

 

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Kurt R. Winrich
PORTFOLIO MANAGER, CO-CEO

Kurt’s primary responsibility is portfolio management. Prior to joining WCM in 1984, 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, his B.S. and M.S. in Electrical Engineering from Stanford University, and is a CFA charterholder.

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