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Simon Fennell, Partner

Portfolio Manager

Simon Fennell, partner, is a portfolio manager for William Blair’s International Growth, International Small Cap Growth, and International Leaders strategies. He joined William Blair in 2011 as a technology, media, and telecommunications research analyst focusing on idea generation and strategy more broadly. Before joining William Blair, Simon was a managing director in the equities division at Goldman Sachs in London and Boston, responsible for institutional equity research coverage for European and international stocks. Previously, Simon was in the corporate finance group at Lehman Brothers in London and Hong Kong, working in the M&A and debt capital markets groups. Simon received an M.A. from the University of Edinburgh and an M.B.A. from Cornell University’s Samuel Curtis Johnson Graduate School of Management.

China: From Smokestack to Labtech

China: From Smokestack to Labtech

China is commonly characterized as a smokestack economy, focused on infrastructure investment, cheap manual labor, and polluting industries. But that is changing, as China’s 2017 equity-market return of 50% suggests. The challenge: Can China justify those returns and...

Technology Story Here to Stay

Technology Story Here to Stay

While the strength and breadth of growth in 2017 are significant, as my colleague Olga Bitel explained in an earlier post, there are a number of other trends that might set the agenda in 2018 and beyond, and technology is one of them. Certainly, Bitcoin is part of...

Growth Game: 7th Inning Stretch?

Growth Game: 7th Inning Stretch?

2017 was a particularly strong year, with broad growth and low inflation creating an almost perfect environment for equity investors. But we are beginning to see signs that we are in the sixth or seventh inning of the current economic cycle. Technology was a...

A Year of Surprises?

A Year of Surprises?

It seems as if 2016 has had more than its fair share of big surprises, but in retrospect, it is clear that many of these surprises were years in the making. Hindsight is 20/20, but I want to try to change the lens through which we look at a few of the examples this...

Key Investment Themes of 2016

Key Investment Themes of 2016

Earlier, I discussed how this year’s performance versus 2015’s shows an interesting contrast across asset classes, regions, sectors, and styles. In many cases, those areas that performed poorly in 2015 have performed well in 2016, and vice versa. In our view, these...

The 2016 Market Reversal

The 2016 Market Reversal

An analysis of this year’s performance versus 2015 shows an interesting contrast across asset classes, regions, sectors, and styles. In many cases, those areas that performed poorly in 2015 have performed well in 2016, and vice versa. Asset Classes Fixed income has...

No Hype, No Hoax: It’s in the Cloud

No Hype, No Hoax: It’s in the Cloud

There is no area more prone to hype and hoax than the technology sector. We saw this clearly in the dot-com era of the late 1990s leading into the crash of 2000. In this era, the Nasdaq Composite Index led the U.S. market and has been leading again over the past five...

Technology’s Impact on Oil Prices

Technology’s Impact on Oil Prices

Around this time last year, we were observing the reaction of the Middle East, most notably Saudi Arabia, to shale. The big issue was exactly what OPEC would endorse in terms of production. We seem to be past that now, and the old lines about the Stone Age ending when...

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