Barron’s Interviews Brian Singer
January 5, 2015
Brian Singer, partner and co-portfolio manager of the William Blair Macro Allocation Fund, discusses in a recent Barron’s interview how his top-down approach to portfolio management helps identify current global opportunities. While all investment decisions are based on long-term fundamental valuation, potential investment opportunities exist where prices deviate from fundamental values. And the investment team uses macro themes to help understand why prices deviate from fundamental value, which leads to long and short positions in the portfolio and seeks to navigate these shorter term macro risks.
Singer’s top-down approach currently focuses on five major macro themes that shape the team’s thinking in managing the Macro Allocation Fund:
- Global economic growth
- The commodity “supercycle”
- Interest rates
The opinions and forecasts expressed in the article referenced are those of Brian Singer as of January 5, 2015, and may not actually come to pass. This information is subject to change at any time based on market and other conditions and should not be construed as a recommendation of any specific security. Not all securities held in the portfolio performed as favorably as those discussed, and there is no guarantee that these securities will continue to perform favorably in the future. There is no guarantee that the Fund will continue to hold any one particular security or stay invested in any one particular sector. Holdings are subject to change at any time. Investments are subject to market risk.
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