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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Navigating uncertain market conditions
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