WCM Quality Dividend Growth Fund - Institutional Class — WCM SMID Quality Value Fund — Fact Sheet (June 2024)

3 slides from WCM Quality Dividend Growth Fund - Institutional Class's fact sheet, Jun 30, 2024

Slide 1: Objective, Strategy and Performance
WEM INVESTMENT MANAGEMENT Objective Long-term capital appreciation. Our Investment Strategy Normally, the fund will invest at least 80% of its net assets in equity securities of domestic small and mic-capitalization companies. We consider small and mic-capitalization companies to be companies with m
Slide 2: Portfolio Characteristics, Top Holdings and Investment Strategy Group
WEM INVESTMENT MANAGEMENT SMID Quality Value Fund PORTFOLIO CHARACTERISTICS R2500V TOP PORTFOLIO HOLDINGS Industr Weight P/E (NTM) Oy Company y a PICF 156 GoDaddy, Inc. IT Services : ; 52% a os 19 EMCOR Group, Inc, Construction & Engineering 4.4% EPS Growth (LT) % B3 bo Brown & Brown, Inc. Insurance
Slide 3: Principal Risks of Investing
WEM SMID Quality Value Fund NVESTMENT MANAGEMENT Principal Risks of Investing Risk is inherent in all investing and you could lose money by investing in the Fund. A summary description of certain principal risks of investing in the Fund is set forth below. Before you de- cide whether to invest in th