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Started on a Napkin
WGI-sophy
Clients, Consultants and Prospects oh my!
M&Ms
Guess Who??
100

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

100

What is our investment horizon?

3-5 years

100

What is one method of obtaining new clients?

All methods:

  • Finsearches
  • Inbound Inquiries
  • Years of experience
  • Consultant ratings
  • Due diligence
  • Cross selling
  • Cold call
  • Reverse inquiries
100

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  

100

Who studied to be and started as a journalist in a small town radio station?

Shaun

200

Who is on the management committee?

Meg, Bryan, Sheila, and Josh

200

What is the style of the EM strategy?

Core/Style Agnostic

200

How many separate accounts does the firm have as of 5/31/2023?

20

200

How many total versions of prospect books are made every month for each strategy?

24

200

Whose million dollar idea is for a spin cycle laundromat/speed dating?

Craig

300

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

300

Name three parts of the EM strategy philosophy.

All parts:

  • Long term
  • Intrinsic value driven
  • Benchmark agnostic
  • 3-5 year investment horizon
  • Generalist analyst team
  • High conviction
  • Strong management teams
  • Focus on FCF
  • Emerging markets
300

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

300

What business day do we aim to send QIRs out?

11th business day

300

Who has an article published relating to music?

Paula

400

What is the feeder fund?

Fund within the fund used for clients non domiciled in the United States

400

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%

400

Which state has marketing not traveled to this year?

  • Ohio
  • Rhode Island
  • North Carolina
  • California
  • Indiana
  • Illinois
  • Texas
  • New York
  • Colorado
  • Minnesota

Texas

400

Name all the software systems marketing uses to create client books.

Axys, FactSet, Bloomberg, Satuit

400

Whose family car was attacked by an ostrich in Florida?

Lindsay