Equities

William Blair equity strategies are run by seasoned portfolio managers working in tandem with talented and experienced analysts. A heavy emphasis on consistent and thorough fundamental research is an integral part of our equity investment philosophy, with portfolio-management teams conducting extensive research on each company that is selected for investment.

Click on an item below for more detail.

U.S. Equity Sep Account Mutual Fund SICAV CIT
  • All Cap Growth          detail

    Investment Objective

    We invest using a quality growth investment philosophy which is based on the belief that the market is inefficient with respect to distinguishing between an average growth company and a quality growth company. In our view, a quality growth company is one that can achieve a higher growth rate for a longer period of time than the market expects due to its leadership in its field, distinct products/services, competitive business model, strong management team, and/or attractive financials characteristics.

    Strategy

    William Blair implements this philosophy within the All Cap Growth portfolio using a collaborative and research intensive fundamental investment approach which typically includes company visits, focused discussions with management around issues critical to the investment thesis, conversations with independent sources, financial modeling and valuation analysis. We seek to invest in a portfolio of quality growth companies that exhibit superior profitability, growth, and returns on invested capital whose stocks are trading at attractive valuations. The All Cap Growth strategy will consist of approximately 40 to 55 stocks diversified by sector and across market capitalizations.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair Growth Fund

    SICAV

    Go to sicav.williamblair.com for U.S. All Cap Growth Fund (not available to U.S. investors)

  • Large Cap Growth          detail

    Investment Objective

    We invest using a quality growth investment philosophy which is based on the belief that the market is inefficient with respect to distinguishing between an average growth company and a quality growth company. In our view, a quality growth company is one that can achieve a higher growth rate for a longer period of time than the market expects due to its leadership in its field, distinct products/services, competitive business model, strong management team, and/or attractive financials characteristics.

    Strategy

    William Blair implements this philosophy within the Large Cap Growth portfolio using a collaborative and research intensive fundamental investment approach which typically includes company visits, focused discussions with management around issues critical to the investment thesis, conversations with independent sources, financial modeling and valuation analysis. We seek to invest in a portfolio of quality growth companies that exhibit superior profitability, growth, and returns on invested capital whose stocks are trading at attractive valuations. The Large Cap Growth strategy will consist of approximately 30 to 40 larger capitalization stocks that are well diversified by sector.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair Large Cap Growth Fund

  • Mid Cap Growth          detail

    Investment Objective

    We invest using a quality growth investment philosophy which is based on the belief that the market is inefficient with respect to distinguishing between an average growth company and a quality growth company. In our view, a quality growth company is one that can achieve a higher growth rate for a longer period of time than the market expects due to its leadership in its field, distinct products/services, competitive business model, strong management team, and/or attractive financials characteristics.

    Strategy

    William Blair implements this philosophy within the Mid Cap Growth portfolio using a collaborative and research intensive fundamental investment approach which typically includes company visits, focused discussions with management around issues critical to the investment thesis, conversations with independent sources, financial modeling and valuation analysis. We seek to invest in a portfolio of quality growth companies that exhibit superior profitability, growth, and returns on invested capital whose stocks are trading at attractive valuations. The Mid Cap Growth strategy consists of approximately 40 to 60 stocks that are well diversified by sector and with market capitalizations typically within the range of the Russell Midcap Index.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair Mid Cap Growth Fund

  • Small-Mid Cap Growth          detail

    Investment Objective

    We invest using a quality growth investment philosophy which is based on the belief that the market is inefficient with respect to distinguishing between an average growth company and a quality growth company. In our view, a quality growth company is one that can achieve a higher growth rate for a longer period of time than the market expects due to its leadership in its field, distinct products/services, competitive business model, strong management team, and/or attractive financials characteristics.

    Strategy

    William Blair implements this philosophy within the Small-Mid Cap Growth portfolio using a collaborative and research intensive fundamental investment approach which typically includes company visits, focused discussions with management around issues critical to the investment thesis, conversations with independent sources, financial modeling and valuation analysis. We seek to invest in a portfolio of quality growth companies that exhibit superior profitability, growth, and returns on invested capital whose stocks are trading at attractive valuations. The Small-Mid Cap Growth strategy consists of approximately 65 to 80 stocks that are well diversified by sector and with market capitalizations typically below the largest stock in the Russell Midcap Index.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair Small-Mid Cap Growth Fund

    SICAV

    Go to sicav.williamblair.com for U.S. Small-Mid Cap Growth Fund (not available to U.S. investors)

  • Small Cap Growth          detail

    Investment Objective

    We invest using a quality growth investment philosophy which is based on the belief that the market is inefficient with respect to distinguishing between an average growth company and a quality growth company. In our view, a quality growth company is one that can achieve a higher growth rate for a longer period of time than the market expects due to its leadership in its field, distinct products/services, competitive business model, strong management team, and/or attractive financials characteristics.

    Strategy

    William Blair implements this philosophy within the Small Cap Growth portfolio using a collaborative and research intensive fundamental investment approach which typically includes company visits, focused discussions with management around issues critical to the investment thesis, conversations with independent sources, financial modeling and valuation analysis. We seek to invest in a portfolio of quality growth companies that exhibit superior profitability, growth, and returns on invested capital whose stocks are trading at attractive valuations. The Small Cap Growth strategy consists of approximately 70 to 90 stocks that are well diversified by sector and with market capitalizations typically below the largest stock in the Russell 2000 Index.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair Small Cap Growth Fund

  • Small-Mid Cap Value          detail

    Investment Objective

    Our investment philosophy is based on the belief that successful companies possess superior capital stewardship as characterized by strong cash flow generation, improving/sustainable return on invested capital, and shareholder-value focused managements. We believe the key to successful investing is striking a balance between attractive valuations and solid fundamentals. We look for this balance in two separate but somewhat overlapping categories: quality companies at discount prices and corporate transformation opportunities. We believe our investment success is dependent on the consistent application of this philosophy.

    Strategy

    William Blair implements this philosophy in the Small-Mid Cap Value strategy using a bottom-up, fundamental research-intensive investment process. This process is structured to deliver what we believe is the appropriate balance of valuation and fundamentals. It is driven by a front-end, sector-neutral quantitative model that screens factors which we believe are the key determinants of investment returns. This model is designed to enable us to efficiently and objectively focus our research effort. Fundamental research commands the vast majority of our time and is the driving factor in stock selection, augmented by proprietary financial modeling and valuation work. The Small-Mid Cap Value strategy will consist of approximately 100 to 125 stocks diversified by sector and with market capitalizations typically below the high end of the Russell Midcap Value Index.

    Go to williamblairfunds.com to learn about the William Blair Small-Mid Cap Value Fund

  • Small Cap Value          detail

    Investment Objective

    Our investment philosophy is based on the belief that successful companies possess superior capital stewardship as characterized by strong cash flow generation, improving/sustainable return on invested capital, and shareholder-value focused managements. We believe the key to successful investing is striking a balance between attractive valuations and solid fundamentals. We look for this balance in two separate but somewhat overlapping categories: quality companies at discount prices and corporate transformation opportunities. We believe our investment success is dependent on the consistent application of this philosophy.

    Strategy

    William Blair implements this philosophy in the Small Cap Value strategy using a bottom-up, fundamental research-intensive investment process. This process is structured to deliver what we believe is the appropriate balance of valuation and fundamentals. It is driven by a front-end, sector-neutral quantitative model that screens factors which we believe are the key determinants of investment returns. This model is designed to enable us to efficiently and objectively focus our research effort. Fundamental research commands the vast majority of our time and is the driving factor in stock selection, augmented by proprietary financial modeling and valuation work. The Small Cap Value strategy will consist of approximately 80 to 100 stocks diversified by sector and with market capitalizations typically below the high end of the Russell 2000 Value Index.

    Go to williamblairfunds.com to learn about the William Blair Small Cap Value Fund

Global Equity Sep Account Mutual Fund SICAV CIT
  • Global Leaders          detail

    Investment Objective

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

    Strategy

    William Blair implements this philosophy within the Global Leaders strategy using an integrated and collegial research process that facilitates peer-to-peer communication between portfolio management and research. We use sophisticated proprietary quantitative tools to bolster each part of the fundamental research, strategy, and portfolio management process, resulting in a well-defined and repeatable investment approach. We seek to invest in companies across sectors, regions, and capitalizations globally that exhibit consistent profitability and growth, better-than-peer balance sheets, and reasonable valuations. This analysis highlights companies that have strong management teams and durable growth prospects, whether they are multinational leaders or are regional or local champions. The Global Leaders strategy consists of 60 to 100 holdings, with region, sector, and capitalization weightings varying over time.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair Global Leaders Fund

    SICAV

    Go to sicav.williamblair.com for Global Leaders Fund (not available to U.S. investors)

International Equity Sep Account Mutual Fund SICAV CIT
  • China A-Shares Growth          detail

    INVESTMENT OBJECTIVE

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

    STRATEGY

    William Blair implements this philosophy in its China A-Shares Growth strategy using an integrated and collegial research process that facilitates peer-to-peer communication between portfolio management and research. We combine our global expertise with dedicated resources and on-the-ground presence. We use sophisticated proprietary quantitative tools to bolster each part of the fundamental research, strategy, and portfolio-management process, resulting in a well-defined and repeatable investment approach. We seek to invest in companies that exhibit consistent profitability and growth, better-than-peer balance sheets, and reasonable valuations. The result is a portfolio of 50 to 100 China A-Share companies diversified across sectors and capitalizations.

    Read more about the China A-Share opportunity

  • Emerging Markets Growth          detail

    Investment Objective

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

    Strategy

    William Blair implements this philosophy within the Emerging Markets Growth strategy using an integrated and collegial research process that facilitates peer-to-peer communication between portfolio management and research. We use sophisticated proprietary quantitative tools to bolster each part of the fundamental research, strategy, and portfolio management process, resulting in a well-defined and repeatable investment approach. We seek to invest in companies across sectors, regions, and capitalizations that exhibit consistent profitability and growth, better-than-peer balance sheets, and reasonable valuations. The Emerging Markets Growth strategy consists of 80 to 125 companies across capitalizations, with regional and sector weightings varying over time.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair Emerging Markets Growth Fund

    SICAV

    Go to sicav.williamblair.com for Emerging Markets Growth Fund (not available to U.S. investors)

  • Emerging Markets Leaders          detail

    Investment Objective

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

    Strategy

    William Blair implements this philosophy within the Emerging Markets Leaders strategy using an integrated and collegial research process that facilitates peer-to-peer communication between portfolio management and research. We use sophisticated proprietary quantitative tools to bolster each part of the fundamental research, strategy, and portfolio management process, resulting in a well-defined and repeatable investment approach. We seek to invest in world leaders, regional champions or locally dominant companies that exhibit consistent profitability and growth, better-than-peer balance sheets, and reasonable valuations. The Emerging Markets Leaders strategy consists of 50 to 80 companies that have a float-adjusted market cap greater than $3 billion at purchase, with regional and sector weightings varying over time.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair Emerging Markets Leaders Fund

    SICAV

    Go to sicav.williamblair.com for Emerging Markets Leaders Fund (not available to U.S. investors)

  • Emerging Markets Small Cap Growth          detail

    Investment Objective

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

    Strategy

    William Blair implements this philosophy within the Emerging Markets Small Cap Growth strategy using an integrated and collegial research process that facilitates peer-to-peer communication among portfolio management, strategy, and research. We use sophisticated proprietary quantitative tools to bolster each part of the fundamental research and portfolio management process, resulting in a well-defined and repeatable investment approach. We seek to invest in companies that are locally dominant or leaders in their industry that exhibit consistent profitability and growth, better-than-peer balance sheets, and reasonable valuations. The Emerging Markets Small Cap Growth strategy consists of 80 to 125 companies less than $5 billion in total market capitalization, with regional and sector weightings varying over time.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair Emerging Markets Small Cap Growth Fund

    SICAV

    Go to sicav.williamblair.com for Emerging Markets Small Cap Growth Fund (not available to U.S. investors)

  • International Developed Plus          detail

    Investment Objective

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

    Strategy

    William Blair implements this philosophy within the International Developed Plus strategy using an integrated and collegial research process that facilitates peer-to-peer communication between portfolio management and research. We use sophisticated proprietary quantitative tools to bolster each part of the fundamental research, strategy, and portfolio management process, resulting in a well-defined and repeatable investment approach. We seek to invest largely in developed market companies, as well as locally or globally dominant emerging market companies, that exhibit consistent profitability and growth, better-than-peer balance sheets, and reasonable valuations. The International Developed Plus strategy consists of 60 to 120 mid to large cap companies, with regional and sector weightings varying over time.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair International Developed Plus Fund

  • International Growth          detail

    Investment Objective

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

    Strategy

    William Blair implements this philosophy within the International Growth strategy using an integrated and collegial research process that facilitates peer-to-peer communication between portfolio management and research. We use sophisticated proprietary quantitative tools to bolster each part of the fundamental research, strategy, and portfolio management process, resulting in a well-defined and repeatable investment approach. We seek to invest in companies across sectors, regions, and capitalizations that exhibit consistent profitability and growth, better-than-peer balance sheets, and reasonable valuations. The International Growth strategy consists of 180 to 240 companies across capitalizations, with regional and sector weightings varying over time.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair International Growth Fund

  • International Leaders          detail

    Investment Objective

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

    Strategy

    William Blair implements this philosophy within the International Leaders strategy using an integrated and collegial research process that facilitates peer-to-peer communication between portfolio management and research. We use sophisticated proprietary quantitative tools to bolster each part of the fundamental research, strategy and portfolio management process, resulting in a well-defined and repeatable investment approach. We seek to invest in world leaders, industry or locally dominant companies that exhibit consistent profitability and growth, better-than-peer balance sheets, and reasonable valuations. The International Leaders strategy consists of 40 to 70 companies, with capitalization, regional and sector weightings varying over time.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair International Leaders Fund

  • International Small Cap Growth          detail

    Investment Objective

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

    Strategy

    William Blair implements this philosophy within the International Small Cap Growth strategy using an integrated and collegial research process that facilitates peer-to-peer communication between portfolio management and research. We use sophisticated proprietary quantitative tools to bolster each part of the fundamental research, strategy, and portfolio management process, resulting in a well-defined and repeatable investment approach. We seek to invest in companies that are locally dominant or leaders in their industry that exhibit consistent profitability and growth, better-than-peer balance sheets, and reasonable valuations. The International Small Cap Growth strategy consists of 80 to 125 companies less than $5 billion in total market capitalization, with regional and sector weightings varying over time.

    Mutual Fund

    Go to williamblairfunds.com to learn about the William Blair International Small Cap Growth Fund

  • Systematic Emerging Markets Core          detail

    INVESTMENT OBJECTIVE

    We believe an actively managed, systematic approach to selecting emerging market equities has the potential to produce appealing excess returns. Our fundamental experience leads us to use a nuanced approach to measuring company characteristics to select stocks with attractive profitability, favorable valuation, and improving operating trends. We expect that a balance of company attributes and attention to portfolio risk can achieve more consistent performance over time.

    STRATEGY

    Portfolio managers of our Systematic Emerging Markets Core strategy seek to select stocks with both attractive growth and value characteristics, creating a core portfolio for investors. We use proprietary models based on William Blair’s traditional fundamental stock selection philosophy to actively invest from an all-cap universe of equities from emerging markets. Portfolios of 100 to 200 stocks are broadly diversified by market capitalization, country, and sector, and positions are sized to minimize risk concentration.

  • Systematic International All Cap Core          detail

    Investment Objective

    We believe an actively managed, systematic approach to selecting international equities has the potential to produce appealing excess returns. Our fundamental experience leads us to use a nuanced approach to measuring company characteristics to select stocks with attractive profitability, favorable valuation, and improving operating trends. We expect that a balance of company attributes and attention to portfolio risk can achieve more consistent performance over time.

    Strategy

    Portfolio managers of our Systematic International All Cap Core strategy seek to select stocks with both attractive growth and value characteristics, creating a core exposure for investors. We use proprietary models based on William Blair’s traditional fundamental stock selection philosophy to actively invest from a large universe of securities across all market caps. Portfolios of 150 to 250 stocks are broadly diversified by market capitalization, region, and sector, and positions are sized to minimize risk concentration.

  • Systematic International Core          detail

    INVESTMENT OBJECTIVE

    We believe an actively managed, systematic approach to selecting international equities has the potential to produce appealing excess returns. Our fundamental experience leads us to use a nuanced approach to measuring company characteristics to select stocks with attractive profitability, favorable valuation, and improving operating trends. We believe a balance of company attributes and attention to portfolio risk has the potential to achieve more consistent performance over time.

    STRATEGY

    Portfolio managers of our Systematic International Core strategy seek to select large- and mid-cap stocks with both attractive growth and value characteristics, creating a core portfolio for investors. We use proprietary models based on William Blair’s traditional fundamental stock-selection philosophy to actively invest from a large-cap, international universe. Portfolios of 100 to 200 stocks are broadly diversified by region and sector, and positions are sized to minimize risk concentration.