Started on a Napkin
What date was the firm founded?
1/16/2003
WGI was established on January 16th, 2003. The firm was co-founded by principals and portfolio managers Meg Reynolds and Bryan Ward as a Massachusetts limited liability company and is registered with the Securities and Exchange Commission
What is our investment horizon?
3-5 years
What is one method of obtaining new clients?
All methods:
When is performance calculated? (specific business days)
4th - Ensign
5th - preliminary performance
8th - Small Co and DM fund final performance
9th - EM fund final performance, Ensign
10th - final performance
Who studied to be and started as a journalist in a small town radio station?
Shaun
Who is on the management committee?
Meg, Bryan, Sheila, and Josh
What is the style of the EM strategy?
Core/Style Agnostic
How many separate accounts does the firm have as of 5/31/2023?
20
How many total versions of prospect books are made every month for each strategy?
24
Whose million dollar idea is for a spin cycle laundromat/speed dating?
Craig
Name each fund and their inception date.
WGI Emerging Markets Fund - 11/2/2005
WGI Emerging Markets Smaller Companies Fund - 12/31/2011
WGI Developed Markets Ex-U.S. Fund - 8/5/2015
WGI Global Ex-U.S. Fund - 3/31/2020
Name three parts of the EM strategy philosophy.
All parts:
Which consultant did we not receive a quarterly questionnaire from for 1Q 23?
a. Northern Trust
b. ACG
c. Hall Capital
d. Goldman Sachs
c. Hall Capital
What business day do we aim to send QIRs out?
11th business day
Who has an article published relating to music?
Paula
What is the feeder fund?
Fund within the fund used for clients non domiciled in the United States
Name one risk guideline for the DM strategy different from the EM strategy.
All possible answers:
Country exposure in minimum of 6
Sector exposure in minimum of 5
No individual stock over 12%
Which state has marketing not traveled to this year?
Texas
Name all the software systems marketing uses to create client books.
Axys, FactSet, Bloomberg, Satuit
Whose family car was attacked by an ostrich in Florida?
Lindsay