William Blair Investment Management launches Emerging Markets ex China Growth Fund | New



William Blair today announced the launch of the William Blair Emerging Markets ex China Growth Fund (WXCIX). Portfolio managers Todd McClone, Casey Preyss and Vivian Lin Thurston will co-manage the fund, which seeks long-term capital appreciation by investing in a diversified portfolio of emerging market companies of all sizes, excluding companies headquartered society in China.

“In-depth bottom-up research is a hallmark of our approach to investing in emerging market equities, as well as assessing the economic strengths of various sectors and countries. With this new fund, we are targeting these efforts in emerging markets excluding China to give investors a broad allocation across market capitalization, sectors and countries, including frontier markets,” said McClone, CFA, portfolio manager.

The William Blair Emerging Markets ex China Growth Fund is managed by McClone, Preyss and Thurston, with the support of a seasoned team with decades of experience in emerging markets. The fund will invest across market capitalizations in companies with superior quality and growth characteristics compared to their competitors.

“William Blair has a long and distinguished history of investing in high quality emerging market growth stocks; this new fund offers investors the opportunity to leverage this expertise while refining their allocation decisions between China and the rest of emerging markets,” said Robert J. Duwa, CFA, head of North American distribution.

The Emerging Markets ex China Growth Fund expands the range of William Blair strategies available to US investors. As of June 30, 2022, William Blair Investment Management manages approximately $56.2 billion.

About William Blair

William Blair is the world’s leading boutique specializing in investment banking, investment management and private wealth management. We provide consulting services, strategies and solutions to meet the changing needs of our clients. As an independent, employee-owned company, together with our strategic partners, we operate in more than 20 offices worldwide.*

William Blair Investment Management is a leading global investment management boutique, focused solely on the active management of US growth and core equities; US value stocks; global equities, including emerging market equities; and emerging market debt strategies. We are a signatory to the United Nations-backed Principles for Responsible Investment (PRI), a member of the Investor Stewardship Group (Framework for US Stewardship and Governance), and a signatory to the Japan and Korea Codes of Conduct. We work closely with private and public pension funds, insurance companies, endowments, foundations and sovereign wealth funds, as well as financial advisors. As of June 30, 2022, William Blair Investment Management manages over $56.2 billion in assets. For more information on William Blair funds, please visit www.williamblairfunds.com.

*Includes strategic partnerships with Allier Capital, BDA Partners and Poalim Capital Markets


This content is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell securities. Investment advice and recommendations can only be provided after careful consideration of an investor’s objectives, guidelines and restrictions.

The Fund involves a high level of risk and may not be suitable for everyone. You should only consider it for the aggressive part of your portfolio. The Fund’s returns will vary and you could lose money by investing in the Fund. The Fund holds stocks that may decline in value due to real and perceived general market, economic and industry conditions. Investments in securities of smaller companies tend to be more volatile and less liquid than securities of larger companies. International investing involves special risk considerations, including currency fluctuations, higher volatility, lower liquidity, as well as economic and political risks. Investing in emerging markets may increase these risks. Securities of companies in emerging markets may be subject to greater volatility and less liquidity than companies in more developed markets. Individual securities may not work as expected or a strategy used by the advisor may not produce the expected results. Exchange rates can fluctuate significantly over short periods of time and reduce portfolio returns.

Please carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. This and other information is contained in theprospectusandsimplified prospectus, which you can get by calling 1-800-742-7272. Read the prospectus and simplified prospectus carefully before investing. Investing involves risk of loss.

William Blair Funds are distributed by William Blair & Company, LLC, Member FINRA/SIPC.

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CONTACT: Tony Zimmer

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SOURCE: William Blair

Copyright BusinessWire 2022.

PUBLISHED: 07/28/2022 11:19 AM/DISC: 07/28/2022 11:19 AM



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