Investment Objective
Capital Growth and Income
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Fund Characteristics
The Fund seeks to capitalize on global opportunities through active management across asset classes, geographies, currencies, and risk themes.
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Investment Approach
- The Fund employs a top-down dynamic asset allocation strategy that focuses on general price movements in various asset classes and currencies combined with bottom-up security selection strategies actively managed by William Blair
- The top-down approach seeks to identify and exploit periodic discrepancies between fundamental values and market prices
- The Fund currently invests in the following bottom-up William Blair strategies:
- International Leaders
- All Cap Growth
- Small-Mid Cap Growth
- Small Cap Growth
- Small Cap Value
Why Consider This Fund?
- Actively manages macro risks: Historically, over 90% of portfolio return variation has been attributable to top-down (macro) allocation decisions1
- Seeks to take advantage of global opportunities and risks: Global interconnectedness has increased the relevance and pace at which macro political and economic factors affect investment results
- Seeks to capitalize on fundamental value/price dislocations in global markets and currencies through dynamic risk capital allocations
- Leverages divergent sources of alpha by combining the team’s macro-oriented process with several of William Blair’s bottom-up oriented strategies
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