William Blair Emerging Markets Leaders Concentrated Strategy
Opportunities for Active Investors
Inefficient emerging markets continue to evolve, providing opportunities to invest in future growth drivers.
High conviction emerging markets portfolio of 20-35 stocks. Leaders are companies that we believe demonstrate consistent value creation, competitive dominance, and sustainability of critical inputs.
Capturing Growth Opportunities
Investments geared toward structurally attractive consumer trends provide broad exposure across emerging market countries.
Disciplined Investment Approach
Combines deep fundamental research with systematic inputs to consistently identify alpha opportunities.
Consistent Philosophy, Process
William Blair has over 20 years of experience investing in emerging markets with the same philosophy and process.
Long Experience in China
We have been investing in China since 1996 and in China A-Shares since 2013.
We manage $16.7 billion in emerging market securities across all strategies, $11.4 billion in dedicated emerging market strategies, and $7.7 billion in Chinese equities (including $1.9 billion in China A-Shares) across all strategies as of September 30, 2020.
Emerging markets make up a disproportionate percentage of our quality growth universe: 47%
As of September 30, 2020
View All Our Strategies
Featured Blog Posts
Now that we’ve discussed the role merchant acquirers and issuers play in the global payments ecosystem, which offers access...
Global utility stocks are typically considered defensive in nature because the dependable reoccurring cash flows they...
The world is rapidly changing: Enabling technologies are becoming less expensive and more powerful, innovative business...
Looking For More Insights?
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.