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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
WCM Global Growth
WCM Global Growth (WQG) investor relations material
WCM Global Growth Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary18 Feb, 2026
Offer overview and capital raising
$85 million to be raised via a $1.75 per share Entitlement Offer and Placement, representing a 7.9% discount to the 15-day VWAP and 2.2% discount to post-tax NTA as of 16 February 2026.
Entitlement Offer allows eligible shareholders to acquire 1 new share for every 10 held, raising up to $39.8 million, with a Top-Up Facility for additional shares.
Placement raised $45 million, issuing 25.7 million shares (11% of issued capital), with strong demand securing full commitments for the Shortfall Offer.
New shares rank equally and are entitled to a fully franked Q2 FY2026 dividend of 2.16 cps, payable 15 April 2026.
Investors in the offer are expected to receive 11.46 cps in dividends over 13 months, equating to a 6.55% net yield or 9.36% gross yield including franking credits.
Company performance and investment strategy
Since June 2017, a $10,000 investment grew to $36,040 by 31 January 2026, outperforming the MSCI ACWI ex-Australia benchmark.
Annualised return since inception is 16.05% p.a., exceeding the benchmark by 2.71% p.a.
WQG's portfolio is based on WCM's Quality Global Growth Strategy, which has outperformed the MSCI ACWI by 4.25% p.a. since 2008.
Investment objectives target exceeding the benchmark by 3% p.a. before tax and fees over rolling three-year periods, with lower volatility.
Portfolio focuses on quality global stocks with expanding economic moats, emphasizing Technology, Health Care, and Consumer Discretionary sectors.
Portfolio composition and management
Top holdings as of 31 January 2026 include AppLovin, Siemens Energy, TSMC, Saab, Western Digital, Amazon, Rolls-Royce, Tencent, 3i Group, and BAE Systems.
Sector allocation: Information Technology (25.4%), Industrials (22%), Financials (14.4%), Health Care (13.2%), Consumer Discretionary (7.4%).
Regional allocation: Americas 53%, Europe 29%, Asia Pacific 15%.
High-conviction, concentrated portfolio of long-term compounders with durable growth and structural moats.
Active capital management includes $222 million in dividend reserves, $14 million franking credits, and 12.3 million shares repurchased since June 2022.
How does capital management sustain NTA premium?
How WCM's unique process mitigates downside risk?
Implications of non-underwritten offer for market?
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Next WCM Global Growth earnings date
H1 202610 Mar, 2026
WCM Global Growth
Next WCM Global Growth earnings date
H1 202610 Mar, 2026
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Frequently asked questions
WCM Global Growth Limited is an Australian-listed investment company that provides investors with exposure to a diversified portfolio of global equities. The company is managed by WCM Investment Management, a U.S.-based asset manager, and primarily invests in high-quality growth companies with competitive advantages and strong corporate cultures. WCM Global Growth’s investment approach focuses on identifying businesses with long-term growth potential across various industries and geographic regions. The company is headquartered in Sydney, New South Wales, and its shares are listed on the ASX.
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