Equities

William Blair Global Leaders Strategy

The William Blair Global Leaders strategy seeks to invest in companies with above-average returns on equity, strong balance sheets, and consistent, above-average earnings growth, resulting in a focused portfolio of leading companies across the globe.

Why William Blair Global Leaders Strategy?

  • The strategy is unconstrained: it invests in William Blair’s highest-conviction ideas regardless of their geographic location or size.
  • It focuses on high-quality companies—those with the strongest corporate performance that we believe will be the long-term category winners.
  • Companies are analyzed both objectively and subjectively in a global peer context.

Investment Philosophy

  • 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, with greater consistency and less risk.

Portfolio Design

  • Benchmark: MSCI AC World IMI
  • Position size: maximum of 6%
  • Number of holdings: 60 to 100
  • Emerging-market allocation: 0% to 30%
  • Small-cap allocation: 0% to 30%
Sep Account Mutual Fund SICAV CIT
Sep Account Mutual Fund SICAV CIT
  • Management          detail

    Andy FlynnAndrew G. Flynn, CFA, Partner

    Andy Flynn is a portfolio manager for William Blair's International Small Cap Growth and Global Leaders strategies. Since joining William Blair in 2005, Andy has served as a U.S. industrials and consumer analyst and a non-U.S. consumer, healthcare, and IT analyst. He was also a portfolio manager for the firm's Global Small Cap Growth strategy. Before joining the firm, Andy was a senior equity analyst and portfolio manager at Northern Trust, where he specialized in mid- and small-capitalization growth companies. Before that, he was a senior equity analyst at Scudder Kemper Investments and a research assistant at Fidelity Investments. Andy is a member of the CFA Institute and the CFA Society of Chicago. He received a B.A. in economics from the University of Kansas and an M.B.A. with an emphasis in finance from the University of North Carolina at Chapel Hill.

    mcatamney_ken_landKenneth J. McAtamney, Partner

    Ken McAtamney is a portfolio manager for William Blair's International Growth, Global Leaders, and International Leaders strategies. He was previously co-director of research and a mid-large-cap industrials and healthcare analyst. Before joining William Blair in 2005, Ken was a vice president at Goldman Sachs and Co., where he was responsible for institutional equity research coverage for both international and domestic equity. Before that, he was a corporate banking officer with NBD Bank. Ken received a B.A. from Michigan State University and an M.B.A. from Indiana 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.

    Risk
    The strategy's returns will vary, and you could lose money by investing in the strategy. International investing involves special risk considerations, including currency fluctuations, lower liquidity, economic and political risk. Because the strategy may focus its investments in a limited number of securities, its performance may be more volatile than a fund that invests in a greater number of securities. International investing involves special risk considerations, including currency fluctuations, lower liquidity, and economic and political risk. Investing in emerging markets can increase these risks, including higher volatility and lower liquidity. Investing in smaller and medium capitalization companies involves special risks, including higher volatility and lower liquidity. Small and mid-cap stocks are also more sensitive to purchase/sale transactions and changes in the issuer's financial condition. Convertible securities may be called before intended, which may have an adverse effect on investment objectives. Diversification does not ensure against loss.