Equities
Fundamental Equities
Market returns are not always enough to meet portfolio objectives. BlackRock Fundamental Equities, a comprehensive active investing organization, is tireless in pursuit of more. With decades of experience and a local presence around the world, our investors bring deep expertise and bottom-up insight that powers our mission to generate alpha.
Drawdowns can actually be a great time to buy, provided you have strong conviction in a company’s fundamentals. When it comes to the stock market, a rising tide can lift all boats.
But when the tide drops, those boats can go with it. As equity investors, we’re opportunistic. We see through the storm.
We know that stock prices can change much more rapidly than company fundamentals, creating temporary mispricings. We seek to capitalize on that.
So really the question is: Which companies have the strongest fundamentals?
Our Fundamental Equities teams have unparalleled insight and the agility to identify those companies that can rise to the top when the tides turn. [At 0:56 mark, on-screen disclosure: There is no guarantee that positive results will occur and may incur a loss.]
An active approach to long-term growth in equities
Active investors see opportunity in all markets ― even turbulent ones. Volatility offers stock pickers the prospect to capitalize on dispersion and inefficiencies within and across individual stocks and sectors. Carrie King, U.S. and Developed Markets CIO of Fundamental Equities, offers perspective shaped by a 30-year equity investing career.
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Over 70 strategies designed to meet diverse client needs and deliver differentiated outcomes
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More than 260 investment professionals across 16 distinct teams with deep domain expertise
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More than 20 team leaders with average experience of 25 years
Core strengths
People
Profound curiosity, deep conviction
We believe people are the difference. Curiosity is uniquely human―and profoundly individual. Deep idiosyncratic insights are strengthened through a culture of diversity, collaboration and ideation in the common pursuit of alpha-rich investing ideas.
Purpose
Active edge, sustainable outcomes
We believe in outcomes over indexes. Our processes are deliberate, time-tested and risk-aware, all in the mission to achieve sustainable, above-market results. We seek meaningful innovation to ensure our portfolios are always aligned with client needs.
Perspective
Astute, diverse, panoramic
We believe great ideas know no borders. BlackRock’s culture of collaboration and debate across asset classes, investment disciplines, markets and geographies creates an unrivalled collective intelligence that enhances our investment decision-making.
Performance
Long-term lens, risk-aware results
We believe wealth is developed across time. We are investors, not traders. We want to identify and share in the success of those companies we believe can outgrow the market―and generate wealth for our clients over the long term.
Leadership
Philip Vasan
Deputy Head of the Portfolio Management Group & Co-Head of Fundamental Equities
Becci McKinley-Rowe
Co-Head of Fundamental Equities
Tony DeSpirito
Global Chief Investment Officer of Fundamental Equities
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Equities
Taking Stock: Q4 2024 equity market outlook
Stock market volatility is likely to continue in Q4 but could reveal buying opportunities where fundamentals are strong. Equity CIO Tony DeSpirito explains. -
Investing in an era of flouted rules
Our fixed income market outlook explores the unique post-pandemic economy and what it means for bond investors. -
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Capital at risk: nature through an investment lens
13-Aug-2024 | By BlackRock Investment InstituteAs natural resources come under growing strain, we see new risks and opportunities emerging for investors. The data landscape will be key to tracking both. -
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Fixed income: the future is NEAR
Active short duration fixed income offers attractive income, low risk, capital preservation, and benefits like diversification. -
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Views from the LDI desk: Spring 2024 markets commentary
22-May-2024 | By Elizabeth Perry, CFA2024 has so far proved to be another volatile year for interest rates. Now is an opportune time for clients to re-evaluate their overall interest rate hedge. -
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Why we favor Japan in strategic portfolios
14-May-2024 | By BlackRock Investment InstituteWe hold an above-benchmark allocation to Japan stocks in long-term portfolios as a benign macro backdrop brightens the outlook for corporate profits. -
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AI stocks soar: Is there potential for further gains?
Investors appear to be positioning portfolios to capture outsized returns within the AI theme. Is there potential for further gains? -
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A bigger role for active strategies
27-Feb-2024 | By BlackRock Investment InstituteThe new regime of greater macro and market volatility rewards an active approach. Read more about how we see active strategies playing a role in portfolios today. -
Augmented Investment Management
AI advancements offer powerful tools for generating alpha forecasts. Explore our systematic framework for designing AI-enhanced alpha quant models. -
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Private Debt: The Core Middle Market
The middle markets are sometimes overlooked in the context of the broader economy, but they are important segments where we see opportunities in private debt. -
Income, evolved
Diversify income streams to reduce style bias and mitigate market volatility. Learn about our systematic approach to investing across asset classes. -
Alternatives
2024 Private Markets Outlook
27-Dec-2023 | By BlackRockDiscover insights and perspectives from our private markets senior leaders in BlackRock’s 2024 Private Markets Outlook. -
Fixed income
The Fixed Income opportunity for 2024
Rick Rieder argues that fixed income asset returns can appear prospectively most attractive after a prolonged back up in rates, so we see compelling opportunity. -
Global Credit Outlook: 4Q2024
A widening divide can be seen across the investing landscape, underscoring the importance of selectivity in the current backdrop of heightened dispersion. -
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Climate-aware return assumptions: an update
19-Dec-2022 | By BlackRock Investment InstituteWe see the transition to lower carbon emissions as one driver of higher macro volatility in the new regime. See how our strategic views reflect the transition’s impact on returns. -
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Positioning for higher macro and market volatility
15-Aug-2022 | By BlackRock Investment InstituteWe’ve entered a new market environment of higher macro and market volatility. This warrants an updated investment playbook. Check out our latest strategic views. -
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Our framework for blending returns
01-Feb-2022 | By BlackRock Investment InstituteIt’s time to stop thinking in ‘active versus passive’ terms. Our new framework for portfolio construction shows why investors should look beyond the silos. -
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Wenjie Lu
12-Nov-2020 | By BlackRockWenjie Lu, Director, China Investment Strategist, joined BlackRock in February 2017. He is responsible for formulating in-depth local market insights. -
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Todd Whitenack
12-Nov-2020 | By BlackRockTodd Whitenack helped found BBR Partners in 2000 and is Co-Managing Partner of the firm, where he is responsible for meeting BBR’s goals and driving innovation. -
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Wei Li
12-Nov-2020 | By BlackRockRead the bio of Wei Li, Global Chief Investment Strategist at the BlackRock Investment Institute. -
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LDI Key Talking Points – July 2020
17-Jul-2020 | By BlackRockLonger-dated global yields have fallen over the past month despite equity and credit markets shrugging off continued rising Coronavirus cases in parts of the US. -
Market plunge: This is not 2008
14-Mar-2020 | By BlackRock Investment InstituteMarket moves have been compounded by oil prices plunging more than 20% as an OPEC pact to stabilize prices unraveled. Read why investors should remain calm. -
Low-carbon transition
Sustainability: The tectonic shift transforming investing
17-Feb-2020 | By BlackRock Investment InstituteRead about BlackRock’s framework to incorporate ESG in portfolio construction and how the long transition toward adopting sustainability will reshape investing. -
Investment actions
Defensive factor positioning
10-Dec-2018 | By BlackRockManaging risks holistically across a multi-asset portfolio can be one of the most effective ways to maximize long-term portfolio resiliency. -
Portfolio Design
A modernized toolkit for resilient strategic asset allocation
01-Dec-2018 | By BlackRockOur portfolio construction framework offers a consistent approach that is cognisant of the large uncertainty inherent in expected returns. -
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Gerald Garvey, PhD
22-Aug-2017 | By BlackRockGerald Garvey, PhD, Managing Director, is a member of BlackRock's Systematic Active Equity team. Dr. Garvey's service with the firm dates back to 2004. -
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David Trucano
09-Jan-2017 | By BlackRockDavid Trucano, Managing Director, is Head of BlackRock Opportunistic Credit within BlackRock’s Private Debt platform, comprised of direct hedge funds and private equity-style credit strategies. -
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James Pruskowski
09-Aug-2016 | By BlackRockJames Pruskowski, Managing Director, is head of the Municipal Institutional & Wealth Management team within BlackRock’s Global Fixed Income group. Read bio. -
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Bob Miller
09-Aug-2016 | By BlackRockBob Miller is head of Americas Fundamental Fixed Income within the Global Fixed Income group. He is a member of the Global Fixed Income Executive Committee. -
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Ashley Schulten
09-Aug-2016 | By BlackRockAshley Schulten, Managing Director, is the Head of Responsible Investing for Global Fixed Income and is a portfolio manager on global green. -
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David Lomas, ACII
01-Jul-2016 | By BlackRockDavid A. Lomas, is Global Head of BlackRock Alternatives Specialists. He is a member of the EMEA Executive Steering Committee.Read his biography. -
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Brett Pybus, CFA
Brett Pybus leads the iShares EMEA Investment and Product Strategy Team. He joined in 2013 as Head of iShares EMEA Fixed Income Product Strategy. -
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Vasiliki Pachatouridi
Vasiliki Pachatouridi, Director, is the Head of EMEA iShares Fixed Income Strategy and a member of BlackRock's Systematic Fixed Income Product Strategy Team. -
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David Giordano
David Giordano, Managing Director, is Global Head of Climate Infrastructure. -
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Mark Warner, CFA
27-Feb-2015 | By BlackRockMark Warner, CFA is a Managing Director in the Risk & Quantitative Analysis (RQA) group at BlackRock. In July 2014 he became responsible for global risk management of commercial real estate exposures across both public fixed income and private equity real estate businesses. -
Alternatives
Geoffrey Shaw
27-Jan-2015 | By BlackRockGeoffrey Shaw, Director, is the portfolio manager for the BlackRock UK Long Lease Property Fund. -
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Ned Rosenman
26-Jan-2015 | By BlackRockNed Rosenman, Director, is head of client engagement for BlackRock's foundations and endowments custom solutions business. Read his biography. -
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Laurent Develay
17-Dec-2014 | By BlackRockLaurent Develay, Managing Director, Head of Emerging Markets Local Debt Investments within BlackRock's Global Fixed Income Group and the lead Portfolio Manager. -
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Pablo Goldberg
21-Jul-2014 | By BlackRockPablo Goldberg, Managing Director, is the Head of Research and Portfolio Manager for BlackRock's Emerging Market Debt Team. Read his biography. -
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Robert Karnes
21-Jul-2014 | By BlackRockRobert Karnes, Managing Director, is Global Head of Real Estate Debt within BlackRock’s Private Debt platform, and is a member of the Real Estate Management Committee. -
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Gerardo Rodriguez
21-Jul-2014 | By BlackRockGerardo Rodriguez, Managing Director, is Portfolio Manager for the Emerging Markets (EM) of the Systematic Active Equity (SAE) group. Read his biography. -
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Russ Koesterich
21-Jul-2014 | By BlackRockRuss Koesterich, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. -
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Custom Hedge Funds
Our Hedge Fund Solutions team has managed traditional funds of hedge funds portfolios and provided custom hedge fund solutions for more than 15 years. -
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Fixed Income Solutions
Whether you’re hunting for increased yield or looking to ensure pre-retirement flexibility, BlackRock’s Defined Contribution (DC) Fixed Income solutions can help. -
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Dynamic Diversified Growth
DDG seeks to generate consistent positive returns across a range of market environments with lower volatility than could be expected from an equity portfolio. -
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Consultants
BlackRock Global Consultant Relations group partners with field consultants and manager researchers to deliver investment solutions across all asset classes -
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Alternatives are essential
BlackRock offers a range of and integrated alternative solutions, including hedge funds, private credit, private equity, real estate and infrastructure. -
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Global Renewable Power
The global renewable power strategy seeks to invest in global climate infrastructure, primarily renewable power, seeking financial returns with a purpose. -
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Fiduciary management
Fiduciary management provides a fully outsourced investment solution to meet the UK DB pension schemes challenge through investment portfolios.
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