Video Transcript
The decisions that a company’s leadership makes—both in response to idiosyncratic events and cumulatively over time—are a key driver of company performance. So, we work to become deeply familiar with the mindset and temperament of each management team.
Aaron Socker
Portfolio Specialist
U.S. Growth & Core Equity Team
We try to dig deep into what motivates management in order to appreciate the DNA of a company. By understanding how team members interact, and how different people came into their roles, we’re able to build a differentiated view around how the company operates.
Megan Gardner, CFA
Research Associate
U.S. Growth & Core Equity Team
Investing isn’t just plugging numbers into a spreadsheet. You also need to understand the human element and be able to think creatively about the future prospects of a business. Our team has that balance: extremely strong analytical skills, but also the ability to think creatively and develop a deep understanding of the people behind a company.
Mark Thompson, 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.