The fund has now become the William Blair US Equity Sustainability SICAV Strategy, a rebrand meant to reflect growing client demand for green investment products.
This strategy also integrates ESG factors into the company’s fundamental analysis.
Global Equity Outlook: Increased volatility with continued US outperformance
Managed by David Fording (pictured), the strategy provides broad exposure to US companies considered to exhibit quality characteristics and are ‘positively aligned’ with sustainability trends in a high-conviction portfolio of 30-50 stocks across the spectrum of market capitalization, including small and mid-cap companies.
The strategy will invest in companies focused on themes such as decarbonisation, health and well-being, and the circular economy, while excluding companies whose main activity is the production of fossil fuels, tobacco, controversial weapons, alcohol, gambling or adult entertainment. .
Fording said; “Having evolved our ESG integration model over the past few years, we are delighted to offer a dedicated sustainability strategy in our US equity fund lineup.
“We believe there is a great opportunity to identify companies that contribute to more positive outcomes for stakeholders and the planet and whose stocks are undervalued.”