Many large-cap companies are discussing their artificial intelligence initiatives. But we’re focused on identifying companies with rare datasets or that are uniquely positioned in an industry, which can create proprietary revenue streams and long-term investment opportunities, says Corey Tobin, partner and research analyst on the U.S. Growth Equity team.

Watch the video or read the recap below.

 

So this is an incredibly exciting time to be an investor—and specifically in the field of technology, as we are at the cusp of a significant acceleration in the pace of innovation.

Examples are abundant in every industry, whether it’s in healthcare, where we are using computers today to help detect and come up with recommendations on how to treat diseases, or in the transportation space, with route optimization as well as autonomous vehicles. You’re seeing it in the consumer space, with suggestive selling on certain websites; that’s all powered by artificial intelligence. Or even earphones that you can buy today that will do real time speech translation.

Most large-cap companies, especially those in the internet space, are prominently discussing their artificial intelligence initiatives. But we try to differentiate ourselves by finding those companies with rare datasets or that are uniquely positioned in an industry, and that can use these newer technologies to create proprietary revenue streams. By identifying those companies, we hope to find great investments—not just for today, but for the longer term.

Corey Tobin, CFA, partner, is a research analyst and co-director of research on William Blair’s U.S. Growth Equity team.

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Please carefully consider the Funds’ investment objective, risks, charges, and expenses before investing. This and other information is contained in the Funds’ prospectus and summary prospectus, which you may obtain by calling +1 800 742 7272. Read the prospectus and summary prospectus carefully before investing. Investing includes the risk of loss.

Any statements or opinions expressed are those of the author as of the date of publication, are subject to change without notice as economic and markets conditions dictate, and may not reflect the opinions of other investment teams within William Blair Investment Management, LLC or the Investment Management Division of William Blair & Company, L.L.C.

This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Investments are subject to market risk. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be interpreted as investment advice, as an offer or solicitation, nor as the purchase or sale of any financial instrument. Statements concerning financial market trends are based on current market conditions, which will fluctuate.

William Blair does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax questions and concerns.

Distributed by William Blair & Company, L.L.C., member FINRA/SIPC.

Copyright © 2019 William Blair & Company, L.L.C. "William Blair” is a registered trademark of William Blair & Company, L.L.C. No part of this material may be reproduced in any form, or referred to in any other publication, without express written consent.

Statement of Financial Condition | NMS Rule 605 & 606 | Business Continuity Plan | UK Stewardship Code
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