Investment Objective

Long-term capital appreciation

Fund Characteristics

Large, Medium and Small capitalization growth stocks

Investment Approach

  • A growth fund that invests in quality growth companies with a durable business franchise
  • Looks for companies with strong growth potential, predictable financials and quality management. Generally seeks to avoid companies with unproven business models or volatile earnings
  • Aims to have a relatively low turnover by investing in companies that have the potential to be long-term winners. Generally avoids short-term and cyclical trading opportunities
  • Employs bottom-up fundamental company research
  • Seeks to invest in companies that are high quality and well managed

What Makes this Fund Different?

  • A long-term approach to growth investing
  • Combines small and mid-sized companies with larger ones, which enables the Fund to invest in less established companies with more rapid growth potential
  • Draws on a long and distinguished William Blair & Company tradition of investing in high quality growth companies
  • Experienced management team backed by an extensive research staff