Global Leaders Select

Why This Strategy?

3Cs: Compounding is pursued through concentration and conviction
High quality: Emphasizes companies that demonstrate strong corporate performance that we believe will be the long-term category winners
5/10/15: Creates a high bar for Leaders qualification
- 5% organic sales growth
- 10% earnings per share (EPS) growth and net margin
- 15% return on equity (ROE), margin of safety*, and earnings before interest and taxes (EBIT) margin
Uncompromising: Makes no compromises on company quality or share valuation
Diversified: Spans growth and volatility profiles, ranging from offensive to core to defensive
A-B-C: Global Leaders Select right to win:
- Anticipate change
- Bottom-up and business model focused
- Conviction

Key Facts

Key Facts
Inception Date	1/1/2021
Benchmark	MSCI AC World IMI Index

Investment Philosophy

We believe a global investment approach focused on identifying companies with improving levels of growth and quality can drive superior long-term investment returns

Investment Process

Integrated Fundamental, Systematic, and Strategy Research Throughout

*Margin of safety to estimates of intrinsic valuation. Margin of safety is not a guarantee against loss.

Management

Chandan Khanna

Portfolio Manager

Tenure with William Blair:Since

2025

View Bio

Hugo Scott-Gall, Partner

Head of the Global Equity Team, Portfolio Manager

Tenure with William Blair:Since

2018

View Bio

Risks: Equity securities may decline in value due to both real and perceived general market, economic, and industry conditions. Investing in foreign denominated and/or domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks. These risks may be enhanced in emerging markets. Different investment styles may shift in and out of favor depending on market conditions. Individual securities may not perform as expected or a strategy used by the Adviser may fail to produce its intended result. To the extent that investments are concentrated amongst a small number of issuers, the strategy may be more susceptible to adverse developments affecting any single issuer. Diversification does not ensure against loss.

Any investment or strategy mentioned herein may not be appropriate for every investor. There can be no assurance that investment objectives will be met. Products and services listed are available only to residents of this jurisdiction and may only be available to certain categories of investors. The information on this website does not constitute an offer for products or services, or a solicitation of an offer to any persons outside of this jurisdiction who are prohibited from receiving such information under applicable laws and regulations. Nothing on this webpage should be construed as advice and is therefore not a recommendation to buy or sell shares.

William Blair Investment Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.

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").

Issued in the European Economic Area (EEA) by William Blair B.V., authorized and supervised by the Dutch Authority for the Financial Markets (AFM) under license number 14006134 and also supervised by the Dutch Central Bank (DNB), registered at the Dutch Chamber of Commerce under number 82375682 and has its statutory seat in Amsterdam, the Netherlands. This material is only intended for eligible counterparties and professional clients.

Issued in Switzerland by William Blair Investment Services (Zurich) GmbH, Talstrasse 65, 8001 Zurich, Switzerland ("WBIS"). WBIS is engaged in the offering of collective investment schemes and renders further, non-regulated services in the financial sector. WBIS is affiliated with FINOS Finanzomubdsstelle Schweiz, a recognized ombudsman office where clients may initiate mediation proceedings pursuant to articles 74 et seq. of the Swiss Financial Services Act ("FinSA"). The client advisers of WBIS are registered with regservices.ch by BX Swiss AG, a client adviser registration body authorized by the Swiss Financial Market Supervisory Authority ("FINMA"). WBIS is not supervised by FINMA or any other supervisory authority or self-regulatory organization. This material is only intended for institutional and professional clients pursuant to article 4(3) to (5) FinSA.

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.

Issued in Singapore by William Blair International (Singapore) Pte. Ltd. (Registration Number 201943312R), which is regulated by the Monetary Authority of Singapore under a Capital Markets Services License to conduct fund management activities. This material is intended only for institutional investors and may not be distributed to retail investors.

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.

Investments

Insights

About

Global Leaders Select

Why This Strategy?

Integrated Fundamental, Systematic, and Strategy Research Throughout

Management

Contact Us

Contact Us

Contact Us

Investments

Insights

About

Contact Us

Contact Us

Contact Us