Active is More than Just an
Being 100% active employee-owned promotes a dynamic environment in which our business and investment processes continuously evolve in pursuit of better client outcomes.
Watch video: Summit Research Platform
FEATURED CONTENT: Summit
Collaboration and Perspective
William Blair’s proprietary Summit research platform enables our portfolio managers and analysts to dynamically and efficiently work together to identify high-conviction investment ideas in the pursuit of better client outcomes. Watch our Global Equity team members discuss how they leverage the tool.
We Evolve to
Better Serve You
Stability and Evolution
Building on the foundation of our firm’s stability, we are continuously evolving the business and our investment processes to meet your needs while remaining true to our core investment tenets.
We have created an environment in which investment professionals can thrive practicing the profession of investment management and are committed to seeking long-term success for our clients.
We make investment decisions based exclusively on what’s best for you. We earn your trust through transparency and an unwavering commitment to active investing and meeting your investment needs.
We Have a Passion
Unique Voices, Shared Values
Our autonomous investment teams have the freedom and flexibility to deliver high-conviction active management while benefiting from a culture that promotes a shared foundation of principles and values.
Curiosity and Conviction
A culture of deep curiosity and conviction promotes ongoing investment-process improvements while each team stays true to its investment philosophy.
Disciplined, Proven Process
Our consistent, rigorous, and repeatable process helps strategies to perform as clients expect.
We Build Long-Term
100% Active Employee-Owned
Our broad-based ownership structure seeks to align with our clients’ long-term interests—we have no outside influences or constantly changing short-term priorities.
Dynamic and Stable
Our dynamic ownership helps retain top talent, ensuring our best investment minds are working on your behalf.
Our broad-based, active ownership means we build client relationships that last year after year rather than quarter to quarter.
It is essential that our investment approach and related investment outcomes are as relevant in the future as they’ve been in the past.
Ken McAtamney, Partner
Portfolio Manager, Global Equity Team
High-Conviction Active Management: Alpha Opportunities
Active share is a measure of the percentage of stock holdings in a manager’s portfolio that differs from the benchmark index. It is a key indicator of an investment manager’s:
- Conviction in the team’s approach
- Willingness to be different from the benchmark (not hug the benchmark)
- Opportunity to outperform the benchmark
ACTIVE SHARE: WILLIAM BLAIR EQUITY STRATEGIES (AS OF 9/30/18)
OUR VALUES: EMPOWERED BY A STRONG CULTURAL FOUNDATION
WILLIAM BLAIR ACTIVE MANAGEMENT VIDEOS
Opportunity to be Better Than Average
The key benefit of active management is the opportunity to be better than average by identifying and dynamically allocating capital toward companies that are outperforming over time. The challenge is to identify active managers that develop a culture and a repeatable investment process that may provide superior long-term investment returns.
Our active ownership culture creates long-term client relationships by helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.