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This Hedge Fund Is Winning On E-Commerce

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Michelle deBoer-Jones
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WCM Global Growth Limited was up 4.03% for January, just barely missing its benchmark MSCI All County World (ex-Australia) Index, which gained 4.54% for the month. However, WCM has beaten its benchmark looking at the last three, six and 12 months and since inception. The MSCI All Country World Index increased 7.8% in U.S. dollar terms or 4.4% in Australian dollar terms for unhedged index investors, which include WCM's $109 million Global Growth portfolio.

Q4 hedge fund letters, conference, scoops etc

E-Commerce
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U.S. ripple effects

WCM CEO and Portfolio Manager Paul Black said in his January update, which was reviewed by ValueWalk, that...

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.