Our Culture

OUR CULTURE

We Evolve to Better
Serve You

Stability and Evolution

Building on the foundation of our firm’s stability, we are continually evolving the business and our investment processes to meet your needs while remaining true to our core investment tenets.

Active Environment

We have created an environment in which investment professionals can thrive practicing the profession of investment management while being committed to seeking long-term success for our clients.

Uncompromising Integrity

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.

OUR APPROACH

We Have a Passion for Investing

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 perform as clients expect.

OUR STRUCTURE

We Build Long-Term
Relationships

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.

Client-Focused

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

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 6/30/21)

AVERAGE ACTIVE SHARE 84%
ALL CAP GROWTH  71%
LARGE CAP GROWTH  65%
MID CAP GROWTH  84%
SMID GROWTH  88%
SMID CORE  94%
SMALL CAP GROWTH  91%
SMALL CAP VALUE  92%
GLOBAL LEADERS  84%
GLOBAL LEADERS CONCENTRATED  89%
GLOBAL LEADERS SUSTAINABILITY  89%
INTERNATIONAL LEADERS  88%
INTERNATIONAL LEADERS ADR  89%
INTERNATIONAL GROWTH  84%
INTERNATIONAL SMALL CAP GROWTH  96%
EMERGING MARKETS LEADERS  74%
EMERGING MARKETS LEADERS CONCENTRATED  79%
EMERGING MARKETS GROWTH  68%
EMERGING MARKETS SMALL CAP GROWTH  91%
CHINA A-SHARES GROWTH  72%
0 % 25 % 50 % 75 % 100 %
WILLIAM BLAIR STRATEGIES (HOVER TO PREVIEW)
Source: William Blair. The data shown above is based on each strategy’s representative portfolio.

View All Our Strategies

Videos: Our Active Approach

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Create an
Enduring Partnership

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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