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China A-Shares Growth Strategy

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William Blair China A-Shares Growth Strategy

The William Blair China A-Shares Growth strategy seeks to invest in China A-Share companies that exhibit consistent profitability and growth, better-than-peer balance sheets, and reasonable valuations.

Why William Blair China A-Shares Growth Strategy?

  • Gives access to domestic China growth opportunity through investments in high‐quality growth companies.
  • Provides exposure to China A‐Shares across the spectrum of market capitalizations.
  • Managed by a seasoned team with a history of managing China A‐Shares and local presence on the ground.

Investment Philosophy

  • We believe strong corporate performance is the foundation of superior long-term investment returns.
  • The essence of corporate success lies in building intrinsic strength in managing human capital, financial resources, and stakeholder relationships and delivering quality, innovation, service, and value to customers.
  • Companies that lead in these critical areas tend to produce better returns on capital over a longer time horizon with greater consistency and less risk.

Portfolio Design

  • Benchmark: MSCI China A Index
  • Position size: maximum 10%
  • Number of holdings: 50 to 100
Sep Account Mutual Fund SICAV CIT
Sep Account Mutual Fund SICAV CIT
  • Management          detail

    Casey PreyssCasey K. Preyss, CFA, Partner

    Casey Preyss is a portfolio manager for William Blair’s Emerging Markets Growth, Emerging Markets Small Cap Growth, and China A-Shares Growth strategies. Since joining William Blair in 2000, he has been a research analyst covering industrials, IT, and resources stocks. Before taking on fundamental research responsibilities for William Blair’s global equity team, Casey was a quantitative analyst. Before joining the firm, he was an international equity research sales associate with Thomas White International. He received a B.S.B.A. from The Ohio State University and an M.B.A. from the University of Chicago’s Booth School of Business.

    Thurston _Lin_Vivian-landVivian Lin Thurston, CFA, Partner

    Vivian Lin Thurston is a portfolio manager for William Blair’s China A-Shares Growth strategy and a global research analyst covering Chinese equities. Previously, she was a global research analyst covering large-cap consumer stocks. Before joining William Blair, Vivian was vice president and consumer sector head at Calamos Investments. Before that, she was an executive director and senior investment analyst at UBS Global Asset Management/Brinson Partners, where she was responsible for stock selection and research for consumer sectors in the United States and emerging markets. Vivian also held roles at Mesirow Financial, China Agribusiness Development Trust and Investment Corporation, and Vanke. She is a member of the CFA Institute and the CFA Society of Chicago. She is also the founder and chairman of the board of the Chinese Finance Association of America, a 501(c) nonprofit organization. Vivian received a B.A. in sociology from Peking University and an M.A. in sociology and M.S. in finance from the University of Illinois Urbana-Champaign.

Sep Account Mutual Fund SICAV CIT
  • Disclosure          detail

    This material is provided by William Blair for informational purposes only and is not intended as investment advice. Any investment or strategy mentioned herein may not be suitable for every investor. Information and opinions expressed are those of the author(s) and may not reflect the opinions of other investment teams within William Blair. Information is current as of the date appearing in this material only and subject to change without notice.

    The strategy involves a high level of risk and may not be appropriate for everyone. You should only consider it for the aggressive portion of your portfolio. The strategy’s returns will vary, and you could lose money by investing in the strategy. The strategy holds equities which may decline in value due to both real and perceived general market, economic, and industry conditions. Investing in foreign denominated and/or domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. The securities of Chinese companies may be subject to greater volatility and less liquidity than companies in more developed markets. The strategy is subject to geographic concentration risk and the risk of changes in Chinese political, social, or economic policy. The strategy is subject to risks applicable to investing via the Stock Connect, such as quota limitations, suspensions in trading, price fluctuations when the Stock Connect is not trading but the PRC market is open, and operational risk. The Stock Connect is relatively new, therefore some regulations are untested and may be subject to change, which could adversely affect the strategy. Individual securities may not perform as expected or a strategy used by the Adviser may fail to produce its intended result. Currency rates may fluctuate significantly over short periods of time and may reduce the returns of a portfolio. Diversification does not ensure against loss.