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.
- William Blair remains close to their companies and has been actively managing the portfolio;
- They currently estimate that 10-20% of the companies they hold will emerge from this period in a stronger position;
- 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