WCM Global Growth Ltd. (AU:WQG) has released an update.
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WCM Global Growth Ltd. reported a slight portfolio underperformance against the benchmark in September 2024, with a monthly return of -0.38% compared to the benchmark’s -0.36%. Over one and five-year periods, as well as since inception, the portfolio has outperformed the benchmark. Key portfolio changes included initiating positions in Reinsurance Group of America, Freshpet, and Sea, and exiting positions in LVMH and Old Dominion Freight Line due to reassessments of their economic moats.
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