When your goal is evaluating the sustainability of long-term corporate performance, it’s helpful to understand where a company is in its corporate lifecycle because each stage brings different opportunities and risks. We divide corporate growth...
AT WILLIAM BLAIR
When many investors think about quality, they focus on traditional metrics, such as balance-sheet strength, credit quality, and business stability. While these characteristics are important, they are largely backward-looking and do not speak to how...
Traditional quality metrics, such as earnings quality and financial strength, are not the key drivers of our investment philosophy. We differentiate ourselves by placing more emphasis on what we call sustainable value creation. Beyond Traditional...