OUR STRATEGIES | WILLIAM BLAIR DYNAMIC DIVERSIFIED ALLOCATION STRATEGY

GLOBAL MACRO

William Blair Dynamic Diversified Allocation Strategy

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Potential Alpha and Diversification

Active currency management is one of the most misunderstood and unrecognized components of investment management, offering significant potential alpha and diversification benefits.

KEY FEATURES AND POTENTIAL BENEFITS

Diversify Portfolios

The strategy leverages differentiated sources of alpha by combining the Dynamic Allocation Strategies team’s macro-oriented process with independent security-selection portfolios.

Manage Macro Risks

Global interconnectedness has increased the magnitude and pace at which macroeconomic and political factors affect market movements.

Seek Opportunities

Portfolio seeks to capitalize on fundamental value/price dislocations in global markets and currencies through dynamic risk-capital allocation.

REVERSION TO FUNDAMENTAL VALUE
Half-Life of Price Reversion to Value (in Years)

Source: William Blair. Half-life reversion to value is shown based on a 40-year observation period ended April 2014.

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