Global multi-asset

William Blair’s Dynamic Allocation Strategies (DAS) team manages global multi-asset strategies that offer diversified long and short macro exposures—asset class, currency, country, industry, duration, credit, style, size, theme, and volatility. Focusing on top-down fundamental investing, the team seeks to identify, evaluate, and benefit from the correction of discrepancies between fundamental value and price.

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Global Multi-Asset Strategies Sep Account Mutual Fund SICAV CIT
  • Global Diversified Return          detail

    Our Global Diversified Return (GDR) strategy is a long/short, benchmark-agnostic global multi-asset strategy. Risk capital is dynamically allocated across exposures encompassing different segments of equities, fixed income, and currencies. GDR also allocates to several independent security-selection portfolios in order to add an additional, diversifying source of potential alpha to the team's macro views. GDR has an expected level of volatility between that of fixed income and equities over a market cycle.

  • Absolute Return Currency          detail

    Our Absolute Return Currency (ARC) strategy is a long/short, market neutral portfolio that complements traditional portfolio allocations through an absolute return approach without exposure to traditional asset classes. ARC seeks to capitalize on fundamental value/price dislocations across a broad (30-plus) basket of global currencies through a proprietary dynamic risk-capital allocation process. ARC has an expected level of volatility between that of fixed income and equities over a market cycle.

  • Macro Allocation          detail

    Our Macro Allocation (MA) strategy is a long/short, benchmark-agnostic global multi-asset strategy. Risk capital is dynamically allocated across exposures encompassing different segments of equities, fixed income, and currencies. MA relies exclusively on a macro, top-down approach to produce a diversifying total return profile. MA has an expected level of volatility between that of fixed income and equities over a market cycle.

    MUTUAL FUND

    Go to williamblairfunds.com to learn about the William Blair Macro Allocation Fund

  • Dynamic Diversified Allocation          detail

    Our Dynamic Diversified Allocation (DDA) strategy is a long/short, benchmark-agnostic global multi-asset strategy. Risk capital is dynamically allocated across exposures encompassing different segments of equities, fixed income, and currencies. DDA also allocates to several independent security-selection portfolios in order to add an additional, diversifying source of potential alpha to the team's macro views. DDA has an expected level of volatility between that of fixed income and equities over a market cycle.

    SICAV

    Go to sicav.williamblair.com for Dynamic Diversified Allocation Fund (not available to U.S. investors)