Investment analysts are constantly asking themselves: Is growth in my sector getting better, getting worse, or staying the same? And looking at one key area of industrials—heating, ventilation, and air conditioning (HVAC)—we believe there are...
AT WILLIAM BLAIR
Our overweight to industrials is unique for growth investors, but there are good reasons for it. These companies offer high barriers to entry, strong and durable competitive advantages, and a long runway for growth. Moreover,...
In recent years, we’ve experienced an extended period of small-cap value underperformance, but the tide may be turning. Our value equity team thinks the most compelling opportunities may be in the more cyclical industrial sectors...