Our Approach
At William Blair, we have created a collaborative environment that seeks to ensure the best investment ideas consistently rise to the top. While our team-based approach is anchored by proprietary analytical frameworks, continuous improvement is core to our process, so we also invest in technological innovations that aim to strengthen our ability to pool our talents.
Teamwork
William Blair gives me a sense of involvement—of being part of a well-functioning team, a warm family. You’re a part of something here, not just doing your work.
Peng Wang
LEAD BUSINESS AND TECHNOLOGY
SOLUTIONS ANALYST
FACES OF INVESTMENT MANAGEMENT
I think the word “culture” is overused, but when you meet a handful of individuals who seem really genuine, who love what they do and what their firm stands for, it means a lot.
Grant Parsons
RESEARCH ASSOCIATE, GLOBAL EQUITY TEAM
There’s always room for debate and discussion, and also for disagreement. It’s never taken personally. It’s always a motivation to find the truth about the stock.
Kasey O’Brien
Disciplined Methodology
An important aspect of William Blair’s positive reputation within the investment community is our approach to new business and asset flows. We don’t seek AUM for AUM’s sake. We think seriously about capacity and constraint where appropriate to serve our clients’ best interests.
Cori Martindale, Partner
DIRECTOR OF GLOBAL PRODUCT
AND DISTRIBUTION
Our autonomous investment teams have the freedom and flexibility to deliver high-conviction investing while benefiting from a culture that promotes a shared foundation of principles and values.
| Global Equity | Sustainable value creation. Learn More |
| U.S. Growth and Core Equity | Quality growth and core investing with a valuation discipline. Learn More |
| U.S. Value Equity | The intersection of value and quality. Learn More |
| Emerging Markets Debt | Beta-bucket approach to risk management. Learn More |
| Global Equity | Sustainable value creation. Learn More |
| U.S. Growth and Core Equity | Quality growth and core investing with a valuation discipline. Learn More |
| U.S. Value Equity | The intersection of value and quality. Learn More |
| Emerging Markets Debt | Beta-bucket approach to risk management. Learn More |
Enhancing Our Search for Quality
By applying a materiality framework for ESG analysis, we believe we create a more complete picture of the risks and opportunities facing companies today and in the future.
Technology-Enhanced Collaboration
When I took on my role as head of business and technology solutions, the head of the business asked me to explore what we build versus what we buy. What if we could really partner with a business to do something more customized or flexible than we could buy, perhaps even at less expense?
Kristina Blaschek
DIRECTOR OF BUSINESS AND TECHNOLOGY SOLUTIONS
Video | 01:34
It takes a lot of information to manage our emerging markets debt portfolios, so we worked with our business and technology solutions team group to develop a custom dashboard that connects sovereign and corporate credit analysis.
We’re very happy with the team’s creativity in developing the EMD Summit dashboard. The tech team started by understanding fixed-income investment concepts and the processes we use, then found ways just to make them better. Data is more presentable, tractable, and at our fingertips. And it facilitates cross-team collaboration.
Mariana Villalba, CFA
PORTFOLIO MANAGER AND CREDIT ANALYST, EMERGING MARKETS DEBT TEAM
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Issued in the United Kingdom by William Blair International, Ltd., authorized and regulated by the Financial Conduct Authority (FCA), and is only directed at and is only made available to persons falling within articles 19, 38, 47, and 49 of the Financial Services and Markets Act of 2000 (Financial Promotion) Order 2005 (all such persons being referred to as "relevant persons").
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Issued in Australia by William Blair Investment Management, LLC (“William Blair”), which is exempt from the requirement to hold an Australian financial services license under Australia's Corporations Act 2001 (Cth). William Blair is registered as an investment advisor with the U.S. Securities and Exchange Commission (“SEC”) and regulated by the SEC under the U.S. Investment Advisers Act of 1940, which differs from Australian laws. This material is intended only for wholesale clients.
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Issued in Canada by William Blair Investment Management, LLC, which relies on the international adviser exemption, pursuant to section 8.26 of National Instrument 31-103 in Canada.