Alaina Anderson Looks to Strong Foreign Stocks in TheStreet Interview


June 29, 2023


Alaina Anderson, CFA, partner, and co-portfolio manager for the International Leaders and International Leaders ADR strategies, sat down with TheStreet to discuss the team's investment philosophy, positive outlook for foreign stocks, and investment themes in her latest interview.


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The information and opinions expressed in this article are those of the author as of the date of publication and may not reflect the opinions of other investment teams within William Blair. This information is subject to change at any time based on market and other conditions and should not be construed as a recommendation of any specific security. Holdings are subject to change at any time and there is no guarantee that the Fund will continue to hold any one particular security or stay invested in any particular sector. The securities discussed do not represent all of the Fund›s holdings. It should not be assumed that any investment in these securities was, or will prove to be, profitable. There can be no assurance that the Fund will achieve its objectives or provide positive returns over any period of time.

The holdings mentioned comprise the following percentages of the William International Leaders Fund›s total net assets as of 5/31/23: Lululemon Athletica: 1.5%, HDFC: 1.6%  HDFC Bank: 0%. For a complete list of the Fund›s holdings, please visit International Leaders - Fund Facts.

Standardized Performance
(Period ended 3/31/2023)
QTD YTD 1 YR 3 YR 5 YR 10 YR
International Leaders Fund (Class N) 8.39% 8.39% -9.31% 9.73% 4.35% 6.60%

Performance cited represents past performance. Past performance does not guarantee future results and current performance may be lower or higher than the data quoted. Returns shown assume reinvestment of dividends and capital gains. Investment returns and principal will fluctuate with market and economic conditions and you may have a gain or loss when you sell shares. For the most current month-end performance information, please call +1 800 742 7272, or view it here. Class N shares are available to the general public without a sales load.

Expense ratio (gross/net): Class N: 1.26%/1.15%. Expenses are as of the most recent prospectus. The Fund›s Adviser has contractually agreed to waive fees and/or reimburse expenses to limit fund operating expenses until 4/30/24.

The Fund›s returns will vary, and you could lose money by investing in the Fund.  International investing involves special risk considerations, including currency fluctuations, lower liquidity, economic and political risk.  Because the Fund may focus its investments in a limited number of securities, its performance may be more volatile than a fund that invests in a greater number of securities. Investing in emerging markets can increase these risks, including higher volatility and lower liquidity.  Investing in smaller and medium capitalization companies involves special risks, including higher volatility and lower liquidity. Small and mid-cap stocks are also more sensitive to purchase/sale transactions and changes in the issuer›s financial condition. Diversification does not ensure against loss.