Active Equities

Fundamental Equities

Elevated results require elevated investing. 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 alpha.

From 'Expert Insight' to long-term investment returns

BlackRock Fundamental Equities (FE) is a world-class active investing organization 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 businesses that are priced right for their prospects.

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Comprehensive, hands-on research and engagement are essential elements in building conviction and ensuring only the best stock ideas make it into our portfolios.

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Tony DeSpirito CIO, U.S. Fundamental Equities

Benefits of a fundamental approach in equities

Company-level engagement and expertise
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
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
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
“Always-on” risk management
Embedded risk management tools and technology to ensure risks taken are deliberate, diversified and properly scaled
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.
Why BlackRock Fundamental Equities?

People
Profound curiosity, deep conviction

We believe people are the difference. Curiosity cannot be coded. It is uniquely human―and profoundly individual. Each of our investors’ independent insights are tested and strengthened every day through a global culture of diversity, collaboration and ideation―all in a common goal to uncover alpha-rich investing ideas and construct thoroughly researched, highly convicted equity portfolios.

Purpose
Active edge, sustainable outcomes

We believe in outcomes over indexes. Our processes are finely tuned, deliberate, time-tested and risk-aware, all in the mission to achieve sustainable, above-market results. Delivering consistent alpha across time means we cannot rest on our laurels. We seek constant self-improvement to inspire thoughtful evolution and meaningful innovation, including comprehensive ESG integration to ensure our portfolios are aligned with our clients’ interests.

Perspective
Astute, diverse, panoramic

We believe great ideas know no borders. Our global footprint ensures local views from around the world are represented in our investment research mosaic. BlackRock’s culture of collaboration and open 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 invest in businesses, not stocks. We do not focus on short-term trading and statistical relationships; we are experts at assessing businesses and forecasting their long-term prospects. We want to share in the success of those companies we believe can outgrow the market―and generate wealth for our clients over the long term.

 

To obtain more information on the funds, including the Morningstar time period ratings and standardized average annual total returns as of the most recent calendar quarter and current month-end, please visit:
Emerging Markets Fund
Mid-Cap Growth Equity Fund
Large Cap Focus Growth Fund
Equity Dividend Fund
Technology Opportunities Fund
International Fund

The Morningstar RatingTM for funds, or "star rating," is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Performance data quoted represents past performance and is no guarantee of future results. Investment returns and principal values may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. All returns assume reinvestment of dividends and capital gains. Current performance may be lower or higher than that shown. Refer to blackrock.com for most recent month-end performance.