Equity Research
Capital ideas from the industry’s brightest minds.
Our award-winning equity research analysts deliver superior investment ideas and value-added perspective for more than 700 companies, across six growth-oriented sectors: consumer; financial services and technology; global industrial infrastructure; global services; healthcare; and technology, media, and communications. William Blair’s research universe is well-diversified geographically and ranges in market capitalization with an emphasis on small- and mid-cap stocks.
700+
companies under
research coverage
158
initiations in 2021
80%
of coverage dedicated to small- and mid-cap growth companies
As of March 31, 2022
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
Economics Weekly: Profits, P/Es, and Inflation
With weaker earnings growth the next potential hurdle for market participants, in this Economics Weekly, we look at both the current earnings picture and what has happened to earnings during past economic downturns, as well as what happens if inflation truly is now structurally higher.
Read moreEconomics Weekly: The Housing Market Is Cooling
In this Economics Weekly, we take a snapshot of the housing market with the view that activity will continue to moderate, though a major collapse seems unlikely.
Read more42nd Annual Growth Stock Conference
William Blair & Company, the premier global boutique with expertise in investment banking, investment management, and private wealth management, will host its 42nd Annual Growth Stock Conference June 6-9 in Chicago.
Read more42nd Annual Growth Stock Conference
William Blair & Company, the premier global boutique with expertise in investment banking, investment management, and private wealth management, will host its 42nd Annual Growth Stock Conference June 6-9 in Chicago.
Learn more
Awards and Recognition
Superior Investment Ideas
William Blair announced results in the Greenwich Associates annual survey of small- and mid-cap portfolio managers, which includes six #1 rankings.
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Insights
THINKING 2022: Navigating the Path Ahead
Across sectors, we have seen accelerated adoption of technology, business opportunity, and a deglobalized environment. Learn from our experts what this evolution means for a post-pandemic world.
Go to micrositeEconomics Weekly
Insights from Richard de Chazal, CFA, our London-based macroeconomist covering the U.S. economy and financial markets.
05/27: Profits, P/Es, and Inflation
05/20: The Housing Market Is Cooling
05/13: Taking Stock (of Recent Market Volatility)
05/06: Beware of a Stronger Dollar
Featured Insights
Brand Matters: Consumer Health and Wellness
We believe the consumer health and wellness market is attractive for industry participants and investors, whether those be venture capital seeding promising early-stage start-ups looking for proof of concept, private equity funding growth of midstage businesses looking to scale, and public market capital allocators looking to create value for shareholders.
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Payment Fraud: The Problem of Minimizing Fraud Costs and Boosting Sales
We believe the fraud management space will garner increasing corporate and investor focus in coming years and see the potential for multiple emerging players as longer-term winners in the space.
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HR Software Market to Benefit From the Evolving Work Environment
In our report we highlight seven themes in HR software and provide our conclusions as to the implications to our public HR software coverage.
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.
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