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WealthTrack Preview: Guest: Brian Singer, Manager, William Blair Macro Allocation Fund

TedTed
in Fund Discussions
FYI: (I will link interview early Saturday morning when it becomes available for free.)
Regards,
Ted

August 27, 2015

Dear WEALTHTRACK Subscriber,

Most of the top rated money managers we interview on WEALTHTRACK are what are called “bottom up” investors, they build their portfolios one security at a time, stock by stock, bond by bond by carefully analyzing the fundamentals of the security itself, the company it represents, the business it’s in, and the customers it serves.

This week’s guest, Brian Singer, takes a different approach. He is what is known as a
macro investor. Singer is Portfolio Manager of the William Blair Macro Allocation Fund which he and his team launched when they joined William Blair in late 2011.

The Macro Allocation Fund is rated five-star by Morningstar and has outperformed its Multialternative category handily over the last three years with over 9% annualized returns.

Prior to joining William Blair, Singer was the head of investment strategies at his namesake firm, Singer Partners and prior to that was head of global investment solutions and Americas chief investment officer for UBS Global Asset Management.
Singer’s top down approach doesn’t involve choosing individual securities. It does mean actively managing across asset classes, geographies, currencies and risk themes.

We’ll find out why he strongly believes that macro matters for individual investors. He will also share his “One Investment” idea for a long-term, diversified portfolio.

As usual, the show will air on Public Television this Friday and over the weekend. You can check your local listings here. If it’s easier for you to watch the show online, it’s available to our PREMIUM viewers right now. Otherwise, it will be available on our website over the weekend. In our EXTRA feature, you can also see our exclusive online interview with Singer about his positive take on Bitcoin!

Have a great weekend and make the week ahead a profitable and productive one.

Best Regards,

Consuelo



Comments

  • AndyJ
    Good interview: the word "macro" really does belong in the title of the fund Mr. Singer runs, and it oughta be "global macro." His take on China and on EMs in general is worth listening to, especially during this China + EM rout, for a little balance on the subject.

    His fund has been, um, unappealing lately, but the 3y numbers are top decile.
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