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.
Fundamental Equities
Benefits of a fundamental approach
Company-level engagement and expertise
Rigorous research and selection process leads to thoroughly vetted, high-conviction investments - and portfolios that can offer returns differentiated from indexes.
Investment flexibility
Ability to exercise discretion and react to changing market conditions helps fundamental investors to nimbly capture opportunities and manage risks as they arise.
Enhanced diversification and return potential
Powerful complement to index strategies, helping to enhance return outcomes, diversify risk and target long-term objectives.
“Always-on” risk management
Embedded risk management tools and technology to ensure risks taken are deliberate, diversified and properly scaled.
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, Global Chief Investment Officer of BlackRock Fundamental Equities, offers perspective shaped by a 30-year equity investing career.
Our investment platform
We recognize the complex needs of our clients. Our extensive range of fundamental equity solutions is designed to address those diverse needs and deliver differentiated outcomes. Examples of how our strategies might fit in a portfolio include:
Return enhancer
For investors seeking outperformance versus a policy benchmark
Income
For yield-focused investors who are also seeking equity upside and exposure to quality
Downside mitigation
For investors seeking total return outcomes with downside mitigation
Sustainable outcomes
For investors seeking sustainably focused portfolios that align with their values and aim to provide alpha upside
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Over 100 strategies designed to meet diverse client needs and deliver differentiated outcomes
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More than 220 investment professionals across 16 distinct teams with deep domain expertise
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More than 20 team leaders with average experience of 26 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.
Additional resources
Insights hub
Stay ahead of the markets with insights from our strategists and portfolio managers, uncover the latest on the global economy, geopolitics and retirement among other timely investment ideas.
Equities
Investors are navigating multiple headwinds as a new market reality of higher inflation and interest rates hits return expectations. Given their long-term growth potential and diversification benefits, equities remain a core portfolio allocation.