Investment Objective

Long-term capital appreciation

Fund Characteristics

  • Common stocks of small and medium-sized domestic, high quality companies

Investment Approach

  • Invests in high quality companies that are expected to have solid growth in earnings
  • The investment process relies on thorough, in-depth fundamental research of a company, its competitors, suppliers and customers
  • Invests in companies that are expected to meet some if not all of the following criteria: market leadership, unique products or processes, strong marketing capability, above-average return on equity and conservative financial and accounting practices
  • Generally invests in 65 - 80 companies

What Makes this Fund Different?

  • Draws on a long and distinguished William Blair & Company Tradition of investing in high-quality growth companies.
  • Exposure to small cap names with more established business models.
  • Designed to exploit the fastest growing areas of our research universe.
  • Able to participate in the growth of small cap companies for a long time — throughout their mid cap years.
  • Proven and highly experienced management team.