Mid Cap Growth
Portfolio Manager, Equities
Brian joined WCM in 2005 as a project analyst helping the firm to implement accounting and trading system enhancements. In early 2006, Brian’s responsibilities expanded to include equity research. In, 2014, Brian became the portfolio manager for the vaule strategy and in 2016 took over as portfolio manager for the growth strategy. Prior to WCM, Brian spent 5 years at Russell Mellon Analytical Services. There he began work as an attribution analyst and later became an analyst and operations lead for the Russell Index team. Brian earned the right to use the Chartered Financial Analyst designation in 2004 and is a member of the CFA Society of Seattle as well as the CFA Institute. He graduated from the University of Washington in 1999 with a B.A. in business administration and a concentration in finance. Close Bio
The Mid Cap Growth Equity strategy invests in companies with market capitalizations between $2 and $20 billion with above average growth rates and strong fundamentals. We are not index driven, but we are index aware. We manage sector weightings based on industry outlook in the context of the broader economic environment, and we overweight sectors which are benefiting from that environment. We under-weight, or zero-weight, out-of-favor sectors and sectors where the economic cycle is working against growth.