Global Equity Team

Integrated Fundamental and Systematic Process

We believe our systematic tools enhance our in-depth fundamental analysis, helping us improve investment outcomes for our portfolios and clients.

WHAT WE BELIEVE

We believe that quantitative tools objectively inform our rigorous fundamental research. Our corporate performance focus within a global strategy framework:

  • Pursues sustainable value creation at the corporate level, enhanced by a broader strategic viewpoint of macroeconomic and geopolitical dynamics
  • Integrates ESG factors as part of our fundamental analysis

We believe that companies with high-quality and sustainable growth characteristics may:

  • Perform well in up markets
  • Protect in down markets
  • Produce attractive, risk-adjusted returns

WHY THIS MATTERS

We believe our systematic tools enhance our in-depth fundamental analysis, helping us improve investment outcomes for our portfolios and clients. Our proprietary quantitative research models help:

  • Prioritize opportunities
  • Identify potential risks
  • Inform portfolio strategy through the aggregation of data by geography, sector/industry and market cap
SEE WILLIAM BLAIR’S GLOBAL EQUITY STRATEGIES

Global Leaders
High conviction global portfolio of 60-100 stocks diversified across market cap, region, industry, and corporate lifecycle. Leaders are companies that we believe demonstrate consistent value creation, competitive dominance, and sustainability of critical inputs. LEARN MORE

Global Leaders Concentrated
High conviction global portfolio of 25-40 stocks diversified across market cap, region, industry, and corporate lifecycle. Leaders are companies that we believe demonstrate consistent value creation, competitive dominance, and sustainability of critical inputs. LEARN MORE

Global Leaders Sustainability
High conviction global portfolio of 40-70 stocks diversified across market cap, region, industry, and corporate lifecycle, with a long-term focus. Sustainability leaders are companies that we believe demonstrate consistent value creation, competitive dominance, and stand out for their management of resources, human capital, and stakeholders relationships. LEARN MORE

International Leaders
High conviction international portfolio of 40-70 stocks diversified across market cap, region, industry, and corporate lifecycle. Leaders are companies that we believe demonstrate consistent value creation, competitive dominance, and sustainability of critical inputs. LEARN MORE

International Leaders Concentrated
High conviction international portfolio of 25-40 stocks diversified across market cap, region, industry, and corporate lifecycle. Leaders are companies that we believe demonstrate consistent value creation, competitive dominance, and sustainability of critical inputs. LEARN MORE

International Leaders ADR
High conviction international portfolio of 30-60 companies diversified across market cap, region, industry, and corporate lifecycle. Leaders are companies that we believe demonstrate consistent value creation, competitive dominance, and sustainability of critical inputs. LEARN MORE

International Growth
Broad international portfolio of 180-240 stocks diversified across market cap, region, industry, and corporate lifecycle with a structural weight to emerging market and small cap companies. LEARN MORE

International Small Cap Growth
International small cap portfolio of 110-150 stocks diversified across region, industry, and corporate lifecycle. LEARN MORE

Emerging Markets Leaders
High conviction emerging markets portfolio of 50-80 stocks diversified across market cap, region, industry, and corporate lifecycle. Leaders are companies that we believe demonstrate consistent value creation, competitive dominance, and sustainability of critical inputs. LEARN MORE

Emerging Markets Leaders Concentrated
High conviction emerging markets portfolio of 20-35 stocks diversified across market cap, region, industry, and corporate lifecycle. Leaders are companies that we believe demonstrate consistent value creation, competitive dominance, and sustainability of critical inputs. LEARN MORE

Emerging Markets Growth
Broad emerging markets portfolio of 120-175 stocks diversified across market cap, region, industry, and corporate lifecycle with a structural weight to small cap companies. LEARN MORE

Emerging Markets Small Cap Growth
Emerging markets small cap portfolio of 120-175 stocks diversified across region, industry, and corporate lifecycle. LEARN MORE

Emerging Markets ex China Growth
Broad emerging markets ex China portfolio of 80-130 stocks diversified across market cap, region, industry, and corporate lifecycle with a structural weight to small-cap companies. LEARN MORE

China Growth
Focused portfolio of 30-70 high-quality growth Chinese companies diversified across share class, market capitalization, and industries. LEARN MORE

China A-Shares Growth
Portfolio of high-quality growth China A-Share companies across the market-capitalization spectrum. LEARN MORE

Macroeconomic analysis informs our in-depth fundamental research by highlighting areas of potential opportunities and risks across geographies and sectors. William Blair’s quantitative models, for example, highlight—at a glance—for our investment professionals which regions around the world offer more compelling earnings trends and valuations.

GLOBAL EARNINGS TREND AND VALUATION SCORE BY REGION (AS OF 9/30/21)
Select or hover over the quadrants to preview trends:

ET-V_Chart_HTML5 Canvas June2020

Source: William Blair quantitative models. Scores based on William Blair Investment Management’s proprietary research management and investment-process platform. 1 is best, 100 is worst. Based on the MSCI AC World IMI. Please see the glossary for further information.

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Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.

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