Focus on International Equities (March 2020)

On Monday, March 30th, Andy Flynn, CFA, Portfolio Manager at William Blair LLC recapped what had taken place during the past month and how the GBC International Growth Fund was managed during a period of heightened uncertainty.

Key Takeaways

  1. William Blair remains close to their companies and has been actively managing the portfolio;
  2. They currently estimate that 10-20% of the companies they hold will emerge from this period in a stronger position;
  3. They expect a trend towards local manufacturing but caution that it is too early to predict the long term impact of the pandemic.

To learn more, please listen to the replay here:

Monday, March 30th, 2020