Small 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 Small Cap Growth Equity strategy would seek to invest in emerging companies that can exploit new technologies and market niches to grow sales and earnings at above average rates. Stock selection focuses on companies with market capitalizations under $2.0 billion. Historically, these stocks provide higher returns than large cap stocks due to their greater growth potential.
Risk is controlled through diversification across economic sectors and by limiting purchase of a single company to less than 3 percent of a client’s portfolio. Emphasis is on sectors demonstrating greater growth opportunities, normally technology, consumer, and healthcare sectors. Other industries may be overweighted depending on their growth prospects.