March 10, 2025 | Global Equity

Building on Strength: Fresh Perspectives on Emerging Markets

Global Equity Director of Research, Portfolio Manager

Portfolio Manager

Emerging markets present a landscape of opportunity for equity investors despite macroeconomic headwinds. In this piece, we asked Paul Birchenough, partner, and Ian Smith, partner, who in 2024 joined Hugo Scott-Gall, partner, as portfolio managers on William Blair’s Emerging Markets Leaders strategy, to explain how they seek to take advantage of such opportunities. In a multifaceted discussion, Paul and Ian explain what drew them to William Blair, delve into their philosophy and process, discuss where they see opportunities, and touch on a few areas of the market they’re avoiding.

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Topics: Emerging Markets Culture

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