William Blair Emerging Markets Growth Strategy

The William Blair Emerging Markets Growth strategy seeks to invest in emerging market companies that exhibit a number of key characteristics: organic value creation, peer group leadership, consistent earnings growth, high return on capital and assets, positive earnings trends over time, and low leverage.

Why William Blair Emerging Markets Growth Strategy?

  • Provides access to investments in high‐quality emerging market companies across sectors, countries, and market capitalizations
  • Offers continuous exposure to small-cap companies
  • 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 IMI Index
  • Position size: maximum of 7.5% greater than $15 billion market cap; maximum 5% less than $15 billion market cap
  • Number of holdings: 120 to 175
  • Emerging Asia: 35% to 90%
  • EMEA: 5% to 40%
  • Latin America: 5% to 40%
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.

    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.

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 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 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.