Video Transcript
Many investors lead with quantitative metrics, such as margins, returns, and cash flow. They are certainly easier to come by than qualitative insights. But it is the understanding of the qualitative aspects of the business that allow us to project where the quantitative metrics will be going into the future. Qualitative attributes are much more difficult to assess, but they are ultimately what give us confidence in the durability of a business.
Nick Zimmerman, CFA, Partner
Portfolio Manager
U.S. Growth & Core Equity Team
Disclosure
The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to change without notice as economic and market conditions dictate, and may not reflect the views and opinions of other investment teams within William Blair. Factual information has been obtained from sources we believe to be reliable, but its accuracy, completeness, or interpretation cannot be guaranteed. This material may include estimates, outlooks, projections, and other forward-looking statements. Due to a variety of factors, actual events may differ significantly from those presented. This video has been provided for informational purposes only and should not be considered as investment advice or a recommendation of any particular strategy or investment product, or as an offer to buy or sell any securities or related financial instruments in any jurisdiction. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.