Investment Objective

Capital Appreciation

Fund Characteristics

The Global Leaders Fund seeks to invest in companies around the world with above-average returns on equity, strong balance sheets and consistent, above-average earnings growth, resulting in a focused portfolio of leading companies.

Investment Approach

  • The Fund will seek securities of companies that historically have had and are expected to maintain superior growth, profitability and quality relative to local markets and relative to companies within the same industry worldwide
  • The Fund will seek investment opportunities in companies at different stages of development ranging from large, well-established companies to smaller companies at an earlier stage of development. The Fund may also invest in initial public offerings (“IPOs”) and private placements
  • The Fund’s sector and geographic diversification will vary, based upon fundamental research, coupled with the ongoing evaluation of economic, market and political trends throughout the world

Why Consider This Fund?

  • Seeks alpha by investing without constraints in William Blair’s highest conviction ideas
  • Focuses on high quality companies, emphasizing those with the strongest corporate performance that the team believes will be the long-term category winners
  • Applies comprehensive research systematically in a global peer context

International investing involves special risk considerations, including currency fluctuations, lower liquidity, economic and political risk. Investing in emerging markets can increase these risks. Investing in smaller companies involves special risks, including higher volatility and lower liquidity.