William Blair Emerging Market Leaders Strategy

The William Blair Emerging Market Leaders strategy seeks to invest in leading emerging market companies with high-quality attributes that drive leading corporate performance, sustainable value creation, and resilient growth.

Why William Blair Emerging Market Leaders Strategy?

  • Represents the purest application of William Blair’s high-quality growth discipline
  • Provides focused investments in leading emerging market companies in terms of products, services, execution, and financial returns.
  • Provides access to historically consumer‐driven companies—a growing opportunity set
  • Is managed by a seasoned team with decades of emerging market experience

Investment Philosophy

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

Portfolio Design

  • Benchmark: MSCI Emerging Markets Index
  • Position size: maximum of 7.5% greater than $15 billion market cap; maximum 5% less than $15 billion market cap
  • Number of holdings: 50 to 80
  • Emerging Asia: 35% to 90%
  • EMEA: 5% to 40%
  • Latin America: 10% to 45%
Sep Account Mutual Fund SICAV CIT
Sep Account Mutual Fund SICAV CIT
  • Management          detail

    McClone_ToddTodd M. McClone, CFA, Partner

    Todd McClone is a portfolio manager for William Blair’s emerging markets strategies. Before joining the firm in 2000, he was a senior research analyst specializing in international equity for Strong Capital Management. Previously, he was a corporate finance research analyst with Piper Jaffray, where he worked with the corporate banking financials team on a variety of transactions, including initial public offerings, mergers and acquisitions, and subordinated debt offerings. He also issued fairness opinions and conducted private company valuations. Todd received a B.B.A. and B.A. from the University of Wisconsin–Madison.

    murphy_jack-landJack Murphy, CFA, Partner

    Jack Murphy is a portfolio manager for William Blair’s Emerging Markets Leaders and International Developed Plus strategies. Previously, he was director of research for the Global Equity team and a research analyst covering mid-large-cap non-U.S. consumer stocks. He joined William Blair in 2005 as a sell-side research analyst focusing on e-commerce and hardline retailers. Previously, he was an equity research analyst covering a broad range of retail companies for Credit Suisse First Boston for nearly six years. Before that, he was an equity research analyst at Lehman Brothers and an equity research associate at Salomon Brothers. Before that, he was a financial analyst for General Electric Capital, having graduated from GE’s financial management program. Jack received a B.A. in economics, magna cum laude, from Villanova University.

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 that may decline in value due to both real and perceived general market, economic, and industry conditions. Investing in securities of smaller companies tends to be more volatile and less liquid than securities of larger companies. International investing involves special risk considerations, including currency fluctuations, higher volatility, lower liquidity, and economic and political risks. Investing in emerging markets can increase these risks. The securities of emerging market companies may be subject to greater volatility and less liquidity than companies in more developed markets. 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. Convertible securities may be called before intended, which may have an adverse effect on investment objectives.