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Thomas Clarke, Partner

Portfolio Manager

Thomas Clarke, partner, is a portfolio manager on William Blair’s Dynamic Allocation Strategies (DAS) team. In this role, Tom shares, with Brian Singer, ultimate responsibility for strategy setting and portfolio construction across all DAS portfolios. Before joining William Blair in 2011, Tom was a member of Singer Partners’ investment team, where he focused on currency strategy. Until 2009, Tom was a managing director and head of currency analysis and strategy for the global investment solutions team of UBS Global Asset Management. There, he set currency strategies for multi-asset, global and international equity, and fixed-income portfolios, and developed and oversaw the currency analysis process. Tom was also a member of the firm’s global asset allocation and currency committees and the U.K. investment committee. Before joining UBS in 2000, Tom was head of currency for Rothschild Asset Management, where he spent 10 years as part of the fixed-income and currency group. Tom received a B.Sc. from the University of Manchester.

A Clearer Path for Fundamental Navigation

A Clearer Path for Fundamental Navigation

Entering 2021, our equity exposure was the highest it had been for several years and we had increased risk in our currency strategy to reflect less caution—both of these reflecting our view that the gravitation of prices toward fundamental value had a somewhat clearer...

Navigating Seismic Shifts

Navigating Seismic Shifts

The COVID-19 pandemic accelerated changes that were already taking place in capital markets. We are seeing huge swings away from long-term fundamental value, and as macro investors we seek to take advantage of these seismic shifts for the benefit of our clients. Watch...

Reactions to the Reflation Trade

Reactions to the Reflation Trade

In February, following a global yield spike, it seemed like everyone started talking about inflation, and, in recent months, global markets have been influenced by the so-called “reflation trade,” which has appeared to have affected the performance of certain equities...

Two Steps Back in Turkey

Two Steps Back in Turkey

Our assessment of the Turkish lira (TRY) has substantially changed in a short period of time. The credibility of the TRY, which had been won back at great expense during the past few years, has again been crushed by Turkish President Recep Tayyip Erdoğan. And we...

4 Reasons for Optimism

4 Reasons for Optimism

This year is no exception to the rule that investing through a fundamental lens often requires patience, but we are optimistic that these fundamental opportunities may be realized in the coming quarters. Fundamental value is the foundation of our philosophy and...

Boris Brings On Brexit

Boris Brings On Brexit

Although Boris Johnson’s appointment as prime minister of the United Kingdom (U.K.) in July has spiced up the Brexit story, the political risks around Brexit are consistent with what we had anticipated and prepared for earlier this year. Johnson was Theresa May’s...

Carry Trade: Ruble Reversion

Carry Trade: Ruble Reversion

There has always been a degree of skepticism from the general market about whether you can make money in active currency management. Currencies tend to show up on the front pages only when they are in turmoil, which feeds perennial suspicion and contributes to many...

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