Plants in red pots
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.

Benefits of a fundamental approach

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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.
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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.
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Enhanced diversification and return potential
Powerful complement to index strategies, helping to enhance return outcomes, diversify risk and target long-term objectives.
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“Always-on” risk management
Embedded risk management tools and technology to ensure risks taken are deliberate, diversified and properly scaled.

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.

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 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
  • Taking Stock: Q4 2024 equity market outlook

    15-Oct-2024 | By Tony DeSpirito
    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

    03-Oct-2024 | By Jeffrey Rosenberg, CFA
    Our fixed income market outlook explores the unique post-pandemic economy and what it means for bond investors.
  • Capital at risk: nature through an investment lens

    13-Aug-2024 | By BlackRock Investment Institute
    As natural resources come under growing strain, we see new risks and opportunities emerging for investors. The data landscape will be key to tracking both.
  • Fixed income: the future is NEAR

    14-Jun-2024 | By Akiva Dickstein | Scott MacLellan
    Active short duration fixed income offers attractive income, low risk, capital preservation, and benefits like diversification.
  • Views from the LDI desk: Spring 2024 markets commentary

    22-May-2024 | By Elizabeth Perry, CFA
    2024 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.
  • Why we favor Japan in strategic portfolios

    14-May-2024 | By BlackRock Investment Institute
    We hold an above-benchmark allocation to Japan stocks in long-term portfolios as a benign macro backdrop brightens the outlook for corporate profits.
  • AI stocks soar: Is there potential for further gains?

    29-Mar-2024 | By Jeff Shen, PhD
    Investors appear to be positioning portfolios to capture outsized returns within the AI theme. Is there potential for further gains?
  • A bigger role for active strategies

    27-Feb-2024 | By BlackRock Investment Institute
    The 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

    23-Feb-2024 | By Raffaele Savi
    AI advancements offer powerful tools for generating alpha forecasts. Explore our systematic framework for designing AI-enhanced alpha quant models.
  • Private Debt: The Core Middle Market

    01-Feb-2024 | By Ahaan Shah, CFA | Gabriella Barschdorff, CFA | Noah Milbourne
    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

    19-Jan-2024 | By Raffaele Savi
    Diversify income streams to reduce style bias and mitigate market volatility. Learn about our systematic approach to investing across asset classes.
  • 2024 Private Markets Outlook

    27-Dec-2023 | By BlackRock
    Discover insights and perspectives from our private markets senior leaders in BlackRock’s 2024 Private Markets Outlook.
  • The Fixed Income opportunity for 2024

    12-Dec-2023 | By Rick Rieder | Russell Brownback
    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.
  • Climate-aware return assumptions: an update

    19-Dec-2022 | By BlackRock Investment Institute
    We 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.
  • Positioning for higher macro and market volatility

    15-Aug-2022 | By BlackRock Investment Institute
    We’ve entered a new market environment of higher macro and market volatility. This warrants an updated investment playbook. Check out our latest strategic views.
  • Our framework for blending returns

    01-Feb-2022 | By BlackRock Investment Institute
    It’s time to stop thinking in ‘active versus passive’ terms. Our new framework for portfolio construction shows why investors should look beyond the silos.
  • Wei Li

    12-Nov-2020 | By BlackRock
    Read the bio of Wei Li, Global Chief Investment Strategist at the BlackRock Investment Institute.
  • Wenjie Lu

    12-Nov-2020 | By BlackRock
    Wenjie Lu, Director, China Investment Strategist, joined BlackRock in February 2017. He is responsible for formulating in-depth local market insights.
  • Todd Whitenack

    12-Nov-2020 | By BlackRock
    Todd 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.
  • LDI Key Talking Points – July 2020

    17-Jul-2020 | By BlackRock
    Longer-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 Institute
    Market 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.
  • Sustainability: The tectonic shift transforming investing

    17-Feb-2020 | By BlackRock Investment Institute
    Read about BlackRock’s framework to incorporate ESG in portfolio construction and how the long transition toward adopting sustainability will reshape investing.
  • Defensive factor positioning

    10-Dec-2018 | By BlackRock
    Managing risks holistically across a multi-asset portfolio can be one of the most effective ways to maximize long-term portfolio resiliency.
  • A modernized toolkit for resilient strategic asset allocation

    01-Dec-2018 | By BlackRock
    Our portfolio construction framework offers a consistent approach that is cognisant of the large uncertainty inherent in expected returns.
  • Gerald Garvey, PhD

    22-Aug-2017 | By BlackRock
    Gerald 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.
  • David Trucano

    09-Jan-2017 | By BlackRock
    David 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.
  • Bob Miller

    09-Aug-2016 | By BlackRock
    Bob 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.
  • Ashley Schulten

    09-Aug-2016 | By BlackRock
    Ashley Schulten, Managing Director, is the Head of Responsible Investing for Global Fixed Income and is a portfolio manager on global green.
  • James Pruskowski

    09-Aug-2016 | By BlackRock
    James Pruskowski, Managing Director, is head of the Municipal Institutional & Wealth Management team within BlackRock’s Global Fixed Income group. Read bio.
  • David Lomas, ACII

    01-Jul-2016 | By BlackRock
    David A. Lomas, is Global Head of BlackRock Alternatives Specialists. He is a member of the EMEA Executive Steering Committee.Read his biography.
  • Brett Pybus, CFA

    08-Oct-2015 | By 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.
  • Vasiliki Pachatouridi

    08-Oct-2015 | By 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.
  • David Giordano

    21-Sept-2015 | By Sara Shores, CFA
    David Giordano, Managing Director, is Global Head of Climate Infrastructure.
  • Mark Warner, CFA

    27-Feb-2015 | By BlackRock
    Mark 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.
  • Geoffrey Shaw

    27-Jan-2015 | By BlackRock
    Geoffrey Shaw, Director, is the portfolio manager for the BlackRock UK Long Lease Property Fund.
  • Ned Rosenman

    26-Jan-2015 | By BlackRock
    Ned Rosenman, Director, is head of client engagement for BlackRock's foundations and endowments custom solutions business. Read his biography.
  • Laurent Develay

    17-Dec-2014 | By BlackRock
    Laurent Develay, Managing Director, Head of Emerging Markets Local Debt Investments within BlackRock's Global Fixed Income Group and the lead Portfolio Manager.
  • Gerardo Rodriguez

    21-Jul-2014 | By BlackRock
    Gerardo Rodriguez, Managing Director, is Portfolio Manager for the Emerging Markets (EM) of the Systematic Active Equity (SAE) group. Read his biography.
  • Robert Karnes

    21-Jul-2014 | By BlackRock
    Robert 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.
  • Russ Koesterich

    21-Jul-2014 | By BlackRock
    Russ Koesterich, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group.
  • Pablo Goldberg

    21-Jul-2014 | By BlackRock
    Pablo Goldberg, Managing Director, is the Head of Research and Portfolio Manager for BlackRock's Emerging Market Debt Team. Read his biography.
  • Systematic Equities

    Systematic active uses proprietary techniques to exploit fundamental insights in a disciplined and systematic way aiming to deliver differentiated performance.
  • Private debt

    Our Private Debt platform provides a whole portfolio approach to investing across the risk/return spectrum, leveraging our scale to meet our clients' needs.
  • A Fundamental Reshaping of Finance

    In his annual letter to CEOs, BlackRock's Larry Fink discusses the fundamental reshaping of finance and how climate change is a significant focal point
  • Global Tactical Asset Allocation (GTAA)

    Our Global Tactical Asset Allocation strategy is a data-driven, discretionary macro approach that seeks to provide incremental sources of active return.
  • Your Gateway to BlackRock

    Gateway is a digital client portal to access information including investment data, reports, thought leadership and inquiries and to transact digitally.
  • Climate Finance Partnership

    Climate Finance Partnership seeks equity investments in emerging markets climate infrastructure assets, investing across Asia Pacific, Latin America and Africa.
  • Cash Management

    We are one of the largest cash management providers, managing portfolios for corporations, banks, insurance companies, etc. Explore our Cash Management solutions.
  • Reporting fund status

    Certain share classes within BlackRock's Fund ranges have elected to be 'Reporting Funds' for UK tax purposes. If you invest in a share class in a BlackRock fund which has 'Reporting Fund' status, you will need to review the yearly information posted here and include the relevant details on your UK tax return.

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