Equities

William Blair International Leaders Strategy

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

Why William Blair International Leaders Strategy?

  • Represents the purest application of William Blair’s high-quality discipline
  • Provides broad non-U.S. exposure with focused investment in leading companies in terms of products, services, execution, and financial returns
  • Applies comprehensive research systematically in an international 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 ACWI ex-US IMI Index
  • Position size: maximum of 5%
  • Number of holdings: 40 to 70
  • Emerging-market allocation: 0% to 40%
  • Small-cap allocation: 0% to 30%
Sep Account Mutual Fund SICAV CIT
Sep Account Mutual Fund SICAV CIT
  • Management          detail

    Simon FennellSimon Fennell, Partner

    Simon Fennell is a portfolio manager for the William Blair International Growth and International Leaders strategies. He joined William Blair in 2011 as a TMT research analyst focusing on idea generation and strategy more broadly. Before joining William Blair, Simon was a managing director in the equities division at Goldman Sachs in London and Boston, where he was responsible for institutional equity research coverage for European and international stocks. Previously, Simon was in the corporate finance group at Lehman Brothers in London and Hong Kong, working in the M&A and debt capital markets groups. Education: M.A., University of Edinburgh; MBA, Johnson Graduate School of Management, Cornell University.

    mcatamney_ken_landKenneth J. McAtamney, Partner

    Ken McAtamney is a portfolio manager for the William Blair Global Leaders and International Leaders strategies. He joined William Blair in 2005 and previously served as co‐director of research, as well as mid‐large cap industrials and healthcare analyst. Before joining William Blair, Ken was a vice president for Goldman Sachs and Co., responsible for institutional equity research coverage for both international and domestic equity, and a corporate banking officer with NBD Bank. Education: B.A., Michigan State University; MBA, 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.