Fundamental Equities
Creating better financial futures

Fundamental Equities

We know market returns are not always enough to meet lifetime financial goals – and are tireless in our pursuit of something more. We harness the power of human intellect, industry-leading technology and the global scale of BlackRock in our mission to deliver consistent, risk-managed market-beating results for our clients over the long term.

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

From 'Expert Insight' to long-term investment returns

BlackRock Fundamental Equities (FE) is committed to applying our Expert Insight to power our portfolios. FE teams build portfolios company by company, digging deep to assess the core merits of individual businesses to gain a thorough, first-hand understanding of their long-term potential. The goal: Outperform the market by constructing a diversified portfolio of fundamentally sound companies that are priced right for their prospects.

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We are long-term investors, not traders. We apply deep research, expert insight and global reach to identify those companies we believe can create sustainable wealth for their shareholders, employees and communities.

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Nigel Bolton Co-Chief Investment Officer of BlackRock Fundamental Equities
Why BlackRock Fundamental Equities?
Expert Insight. With decades of experience and a local presence around the world, our fundamental equity investors bring unique expertise to their discipline and deep, bottom-up insight that powers our mission to generate alpha for our clients.
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Our principles

people
People
Profound curiosity, deep conviction
purpose
Purpose
Active edge, sustainable outcomes
perspective
Perspective
Astute, diverse, panoramic
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Performance
Long-term lens, risk-aware results

Benefits of a fundamental approach in equities

Fundamental Equity
Company-level engagement and expertise

Rigorous research and selection process lead 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 allows 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

Explore our Fundamental Equities range of funds
Our fundamental equities funds across geographies, market capitalizations, sectors and specialties, allowing investors to choose precisely the exposures they need to complement their broader investment portfolio.