William Blair Macro Allocation Strategy
Potential Alpha and Diversification
Active currency management is one of the most misunderstood and unrecognized components of investment management, offering significant potential alpha and diversification benefits.
Complements traditional portfolio allocations by taking a global, diversified, and dynamic top-down approach.
Manage Macro Risks
Global interconnectedness has increased the magnitude and pace at which macroeconomic and political factors affect market movements.
Portfolio seeks to capitalize on fundamental value/price dislocation in global markets and currencies through dynamic risk-capital allocation.
REVERSION TO FUNDAMENTAL VALUE
Half-Life of Price Reversion to Value (in Years)
Source: William Blair. Half-life reversion to value is shown based on a 40-year observation period ended April 2014.
View All Our Strategies
Featured Blog Posts
This year is no exception to the rule that investing through a fundamental lens often requires patience, but we are...
As we approach Election Day in the United States, polls and betting markets have seen some movement but the story is much the...
The current environment opens up a number of opportunities for managers who look at fundamental value, but it also forces...
Looking For More Insights?
Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.