The Q3 edition of Client Focus spotlights several investment themes William Blair is following in the energy and agricultural sectors—trends our analysts expect to drive sustainable growth in the years ahead.
William Blair Investment Management portfolio manager Alaina Anderson shares her insights on how the Russia-Ukraine war is reshaping the renewable energy sector. She says the crisis is increasing nations’ attempts to find more green energy sources and accelerate the development of cleaner alternatives to fossil fuels.
Larry De Maria, co-group head of Equity Research’s global industrial infrastructure team, discusses initiatives within the agricultural sector to reduce greenhouse gas emissions with a focus on sustainability and the return on investment.
Also featured is William Blair client Gary Meyers, CEO of Power Factors, a leading clean-tech software company. He shares how Power Factors is helping the clean-energy industry manage its fast and growing assets from solar and wind to batteries and hydroelectric systems.
Client Focus’ community engagement column this quarter highlights the firm’s involvement with nonprofits dedicated to creating a healthier, more sustainable world. Investment Management colleague David Fording, who manages William Blair’s U.S. Equity Sustainability strategy, is featured and discusses why he became involved with Delta Institute, an environmental organization serving the Midwest.
And the quarterly wealth management tip features insights from William Blair senior wealth planner Kelly Oliven on estate planning in a rising interest rate environment.