William Blair Emerging Markets Growth Strategy
Inefficient Markets Provide Alpha Opportunities
Under-owned segments of emerging markets, such as frontier and small-cap equities and China A-Shares, provide global investors with opportunities to pursue alpha.
Broad emerging markets portfolio of 120-175 stocks diversified across market cap, region, industry, and corporate lifecycle with a structural weight to small cap companies.
Capturing Growth Opportunities
Investments geared toward structurally attractive consumer trends and growth themes across emerging markets and market-capitalization spectrum.
Disciplined Investment Approach
Combines deep fundamental research with systematic inputs to consistently identify alpha opportunities.
Consistent Philosophy, Process
William Blair has over 20 years of experience investing in emerging markets with the same philosophy and process.
Long Experience in China
We have been investing in China since 1996 and in China A-Shares since 2013.
We manage $16.7 billion in emerging market securities across all strategies, $11.4 billion in dedicated emerging market strategies, and $7.7 billion in Chinese equities (including $1.9 billion in China A-Shares) across all strategies as of September 30, 2020.
Emerging markets make up a disproportionate percentage of our quality growth universe: 47%
As of September 30, 2020
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Featured Blog Posts
We have consistently been attracted to three investment themes in China—healthcare, consumer, and technology—and believe COVID-19 enhances the opportunities they present.
The U.S. election season is in full swing, and the implications for economic growth prospects and market returns are more elusive and more profound than any market moves in the early days of November may imply.
Investors are preoccupied with inflation for good reason: It affects interest rates, public-equity valuations, private-equity...
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