Equity Research
Capital ideas from the industry’s brightest minds.
companies under
research coverage
of coverage dedicated to small- and mid-cap growth companies
analysts and research
professionals
As of March 31, 2024
William Blair analysts seek to cover only companies that have above-average growth prospects and above-average quality. They use multiple factors to identify high-quality companies with attractive growth prospects, including the company’s product line, level of service, and management experience.
Our clients include:
- Mutual Funds
- Investment Advisory Firms
- Banks
- Pension Funds
- Insurance Companies
- Money Managers Across North America, Europe, and Asia
Through exhaustive fundamental research and unique insight derived from independent thinking, our award-winning analysts work tirelessly to identify companies that can deliver superior investment returns for our clients.
Recent News
AAON, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of AAON, Inc. (AAON $89.90), a manufacturer of semi-custom and custom commercial HVAC systems.
Read moreFirst Advantage Corporation: Initiation of Research Coverage
William Blair initiated research coverage of First Advantage Corporation (FA $15.32), a leading global provider of technology-enabled background screening products.
Read moreOn Holding AG: Initiation of Research Coverage
William Blair initiated research coverage of On Holding AG (ONON $32.87), a fast-growing performance and lifestyle brand based in Switzerland selling athletic footwear, primarily in running, but with a growing presence in newer categories and apparel.
Read moreWilliam Blair Thinking Podcast
Navigating the current market environment demands the right informational resource. That is why we launched the William Blair Thinking Podcast, which aims to provide in-depth expertise on today's financial and economic landscape.
What's different about this platform?
It's our most timely and best ideas—the ethos, if you will, of our firm's intellectual capital. All in 20 minutes.
William Blair Equities Team Secures 15 No. 1 Rankings in Coalition Greenwich Study
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, is thrilled to announce its outstanding performance in the 2023 Coalition Greenwich annual Voice of the Client study of North American Equity Investors.
Learn more2024 Growth Stock Conference
William Blair & Company, the premier global boutique with expertise in investment banking, investment management, and private wealth management, will host its 44th Annual Growth Stock Conference June 4-6 in Chicago.
The event, to be held at Loews Chicago Hotel, has grown to become the industry’s premier generalist conference for growth investors. This must-attend forum provides an opportunity to exchange ideas with investors and top company leaders across the universe of William Blair’s research.
In 2023, more than 700 investors from around the world participated in the event, representing over 300 institutional investment firms. This year’s Growth Stock Conference features:
- Access to more than 250 participating companies
- Presenters from the highest management ranks (75% hold the chairman, CEO, president, or chief operating officer role)
- Multiple industry sectors represented across the market-cap spectrum
- One-on-one meetings between investors and company management
Featured Insights
Monthly Macro with Richard de Chazal—April 2024
In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal puts inflation and Fed rates under a microscope, explains the correlation between gold prices and bond yields, and discusses the Fed’s independence when it comes to policy changes during an election year.
Listen to the podcastOn the Ground and in the Cloud: Observability and AIOps
William Blair tech analyst Jake Roberge joins the show to discuss the observability and AIOps software markets, including the increasingly important role these platforms are playing for businesses of all sizes, why they are gaining momentum over legacy monitoring tools, and some of the key trends he’s seeing in the market.
Listen to the podcastWhat Gold, Copper, and Treasurys Are Telling Us About Growth and Inflation
Gold and U.S. Treasuries have historically had a negative correlation. Recently, however, yields are rising and gold continues to reach new highs. Macro analyst Richard de Chazal provides a deep examination of these dynamics and offers his views on the reasons, along with potential implications for investors.
Read moreCorporate Access
Our non-deal roadshows, conferences, and investor field trips facilitate the exchange of ideas and build relationships between senior corporate management and key decision makers with leading institutional investors.
Learn more