Investment Management
William Blair Investment Management portfolio manager Todd McClone was quoted in Barron’s on the current investor appetite for assets in India, and the macroeconomic factors driving valuations in the emerging market.
McClone noted that while valuations for specific investment opportunities may seem high, investors who are waiting for pricing to come down via a correction may “miss the boat” on companies with strong fundamentals.
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Understanding emerging markets debt involves recognizing the risks, myths, and opportunities that differentiate it from other asset classes.
Read moreWe 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 videoWhile 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.
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