SMID 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
Our SMID cap growth equity strategy focuses on companies with market capitalizations ranging from $200 million to $8 billion. Within WCM's SMID cap growth strategy, we seek to add value relative to the benchmark by applying independent, fundamental research to securities within those industries identified in our top-down investment research. WCM's SMID cap growth strategy represents what we believe are the best ideas generated during our small cap and mid cap growth research process.