OUR STRATEGIES | William Blair U.S. Equity Sustainability Strategy

U.S. GROWTH & CORE EQUITY

William Blair U.S. Equity Sustainability Strategy

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Why We Focus on Durability

Our high-quality investment approach focuses on durability—a company’s ability to sustain its business model and generate enduring growth.

KEY FEATURES AND POTENTIAL BENEFITS

Sustainability-Focused Portfolio

Portfolio seeks to provide broad exposure to high-quality U.S. companies that are positively aligned with sustainability trends.

Mispriced Stocks

The strategy’s focus on the long term helps the investment team exploit inefficiencies derived from the short-term focus of other investors.

Broad U.S. Equity Market Exposure

Concentrated portfolio of 30-50 stocks provides exposure across investment styles and market caps, inclusive of small- and mid-caps that may not yet be on the radar screens of other sustainability-focused investors.

PORTFOLIO ALIGNS WITH SUSTAINABILITY TRENDS

For illustrative purposes only

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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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