Investment Management
William Blair Investment Management employs disciplined, analytical research processes across a wide range of strategies, including U.S. equity, non-U.S. equity, and emerging markets debt.
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Recent Insights
Entrepreneurial Environment
Just as we believe in giving everyone on the team a voice, we create an environment where everyone has the opportunity to take on real responsibilities, regardless of tenure, and colleagues feel a sense of ownership because they’ve grown with the team.
Watch the videoUnderstanding Management Motivation
Because management decisions are a key driver of company performance, we work to become deeply familiar with the mindset and temperament of each management team.
Watch the videoHighly Collegial
Because collaboration is so important to our process, we strive to create an atmosphere that is conducive to the sharing—and debate—of ideas.
Watch the videoEmbracing the Qualitative
We believe cashflow, financial returns, and other traditional quantitative markers of performance provide a good picture of present-day quality, but more difficult-to-quantify qualitative attributes indicate a company’s enduring quality.
Watch the videoMeticulous Bottom-Up Analysis
While we account for macroeconomic factors in our analysis, we believe we add the greatest value for clients through our rigorous approach to fundamental analysis—delving into business models and industry economics.
Watch the videoSupply Rationing Could Ease Downside Risks on Nickel Prices
Alexandra Symeonidi, CFA, delves into the significant expansion of nickel production in Indonesia following the 2020 export ban, its impact on global supply and prices, and the potential market effects of Indonesia's recent policy changes on nickel smelting permits.
Watch the videoAbout Us
At William Blair, we are passionate about the profession of investment management. We are an independent, 100% active employee-owned firm with no distractions from our sole priority: creating strong, risk-adjusted returns for our clients.
William Blair is committed to building enduring relationships with our clients. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely focused on active management and employ disciplined, analytical research processes across a wide range of strategies, including U.S. equity, non-U.S. equity, and emerging markets debt. William Blair is based in Chicago with global resources providing expertise and solutions to meet our clients’ evolving needs.
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Overview
Get a quick overview of William Blair Investment Management.
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Capabilities
Read more about our structure, culture, strategies, and investment processes.
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Social Responsibility
Read more about our commitment to social responsibility.
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Culture
Culture is more than the ethos that characterizes our organization; it’s the engine that guides our practices.
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We provide investment solutions to corporations, pension funds, governments and public agencies, endowments, foundations, Taft-Hartley plans, and other leading institutional investors across the globe.
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Consultants
Our senior relationship managers—who average more than 28 years of experience*—are committed to providing the highest quality service to the investment consultant community.
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Foundations and Endowments
Building on our long tradition of serving not-for-profit organizations and their boards, we provide a broad range of investment strategies to 146 endowments and foundations*.
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Public Funds
We have deep experience working with government-sponsored plans and their consultants to help them meet participants’ needs, and oversee more than $22.6 billion* in assets for public pension plans.
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Corporations
Through customized investment strategies for corporations and their defined-contribution and defined-benefit plans, we oversee more than $14.1 billion* in assets for corporations across numerous industries.
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Taft-Hartley
We are dedicated to providing customized investment strategies for our Taft-Hartley clients, and oversee more than $3.0 billion* of Taft-Hartley assets via separate accounts and commingled funds.
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Financial Institutions
Based on a philosophy of building enduring partnerships, we have a long history of working with financial institutions.
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Financial Advisors
We offer actively managed mutual funds across a wide range of strategies, including U.S. equity, global equity, emerging markets debt, fixed income, and global macro.
*As of March 31, 2024
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Separate Accounts
William Blair provides customized management of separate accounts across U.S. and non-U.S. strategies.
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Collective Investment Trusts
CITs are pooled investing vehicles through which assets of qualified clients (which include only employee benefit plans governed by ERISA and certain government-sponsored entities) are commingled for investment purposes. CITs offer qualified retirement plan sponsors help controlling costs due to increased regulatory scrutiny of fees and costs.
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Mutual Funds
By drawing on the firm’s deep investment talent and research capabilities, William Blair mutual funds are designed to meet a variety of investment objectives, from current income to capital appreciation.
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SICAV Funds
For non-U.S. citizens or residents, William Blair offers a series of Luxembourg-domiciled SICAV products that provide active management and quality growth investment expertise in U.S., global, and emerging markets.
Go to the William Blair SICAV website
See how our deep-conviction strategies can help you meet your investment needs.
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U.S. Equity
All Cap Growth
Large Cap Growth
Mid Cap Value
Small-Mid Cap Growth
Small-Mid Cap Core
Small-Mid Cap Value
Small Cap Growth
Small Cap Value
U.S. Equity Sustainability -
Global Equity
Global Leaders
Global Leaders Concentrated
Global Leaders Sustainability
International Leaders
International Leaders Concentrated
International Leaders ADR
International Growth
International Small Cap Growth
Emerging Markets Leaders
Emerging Markets Leaders Concentrated
Emerging Markets Growth
Emerging Markets Small Cap Growth
Emerging Markets ex-China Growth
China A-Shares Growth
China Growth -
Emerging Markets Debt
Emerging Markets Debt Hard Currency
Emerging Markets Debt Local Currency
Emerging Markets Corporate Debt
Why We Invest Shapes How We Invest
Culture is more than the ethos that characterizes our organization; it’s the engine that guides our practices. Our people are defined by their shared values and curiosity. Our approach is defined by teamwork; a disciplined, proven methodology; and technology-enhanced collaboration. Our purpose is defined by a focus on our clients and communities. But don’t take our word for it. See what culture means to our colleagues.
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billion in client assets
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Investment Management employees
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average years of experience for portfolio managers
As of March 31, 2024
Client asset disclosures
Our Active Approach
At William Blair, clients turn to us for an enhanced approach to active management. This approach consists of autonomous teams with shared values operating in an environment in which investment professionals can thrive. A strong foundation gives each team the freedom and resources to engage in high-conviction investing in the pursuit of long-term alpha.
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William Blair Funds
William Blair Funds manages $13.6 billion in assets (as of March 31, 2024) through actively managed mutual funds across a wide range of strategies, including U.S. equity, non-U.S. equity, and emerging markets debt.
Learn about the William Blair FundsSICAV Funds
For non-U.S. citizens or residents, William Blair offers a series of Luxembourg-domiciled SICAV products that provide active management and quality growth investment expertise across markets and asset classes.
Learn about our SICAV FundsAwards and Recognition
Stephanie Braming Named an Influential Woman in U.S. Finance
Stephanie Braming, CFA, Partner, Global Head of William Blair Investment Management, was named one of the 100 Most Influential Women in U.S. Finance by Barron’s for a third consecutive year.
Read moreStephanie Braming Named a Trailblazing Woman
The National Association of Securities Professionals has named Stephanie Braming, CFA, partner, global head of William Blair Investment Management, a 2024 Trailblazing Woman.
Read moreWilliam Blair Investment Management Named a 2023 Best Place to Work
For the 11th year, William Blair Investment Management was named a Best Place to Work in Money Management by Pensions & Investments magazine.
Read moreESG Integration
We consider environmental, social, and governance (ESG) factors to be among the many considerations that inform our investment decisions.
Learn moreInvestment Management Capabilities
Read more about our structure, culture, strategies, and investment processes.
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For disclosure information, please visit www.williamblair.com/disclosures