Equities

William Blair Large Cap Growth Strategy

William Blair Large Cap Growth Strategy seeks to invest in large-cap companies with strong growth characteristics, quality management teams, and solid financials

Why William Blair Large Cap Growth Strategy?

  • Seeks to provide strong investment performance
  • Has an experienced portfolio-management team supported by a deep and talented team of research analysts
  • Employs a time-tested quality growth investment philosophy and process predicated on rigorous fundamental research

Investment Philosophy

  • Quality growth companies embody long-term corporate success given experienced and incentivized management teams, differentiated business models, and attractive financial characteristics.
  • We believe our ability to outperform is driven by exploiting two market inefficiencies among stocks of quality growth companies: traditional quality growth (where the market underappreciates the level and/or duration of long-term growth) and fallen quality growth (where the market overreacts to short-term factors despite attractive long-term growth).

Characteristics

  • The strategy’s defining characteristics are higher growth and higher quality.
  • As a result, the strategy typically exhibits higher valuation and lower dividend yield.
Sep Account Mutual Fund SICAV CIT
Sep Account Mutual Fund SICAV CIT
  • Management          detail

    Golan_James-landJames Golan, CFA, Partner

    Jim Golan is a portfolio manager on the William Blair Large Cap Growth strategy. In addition to his role as a portfolio manager, he is also a research analyst covering U.S. large-cap technology and resources. From 2000 until taking on his current role in 2005, Jim served as a research analyst focusing on financial, technology, industrial, and resource companies. He joined William Blair in 2000. Previously, Jim worked at Citigroup Global Asset Management, where he was a global research team leader for the telecommunications sector and a key member of the team that devised valuation metrics for standardizing the analysis of domestic and international companies. Jim began his career at Kemper Financial as a research analyst covering telecommunications, technology, energy, industrial, food, and beverage companies. He is a member of the CFA Institute and the CFA Society of Chicago. Education: B.A., economics, DePauw University; MBA, finance, Northwestern University’s Kellogg Graduate School of Management.

    Ricci_David_landscapeDavid Ricci, CFA, Partner

    David Ricci is a portfolio manager on the William Blair Mid Cap Growth and Large Cap Growth strategies. He joined the Mid Cap Growth strategy in 2005 and the Large Cap Growth strategy in 2011. Previously, he was the group head for the consumer sector, focusing on specialty retail and e-commerce companies, in William Blair’s sell-side research group. David joined William Blair in 1994. Before joining the investment industry, he had extensive experience with Procter & Gamble, Melville, and Bain & Company. He is a member of the CFA Institute and the CFA Society of Chicago. Education: Sc.B., magna cum laude, Brown University; MBA, Harvard Business School.

Sep Account Mutual Fund SICAV CIT
  • Disclosure          detail

    This material is provided by William Blair for informational purposes only and is not intended as investment advice. Any discussion of particular topics is not meant to be comprehensive and may be subject to change. Any investment or strategy mentioned herein may not be suitable for every investor. Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Information and opinions expressed are those of the author(s) and may not reflect the opinions of other investment teams within William Blair. Information is current as of the date appearing in this material only and subject to change without notice.

    Risk
    The strategy’s returns will vary, and you could lose money by investing in the strategy. The strategy invests most of its assets in equity securities of large cap domestic growth companies where the primary risk is that the value of the equity securities it holds might decrease in response to the activities of those companies or market and economic conditions. Individual securities may not perform as expected or a strategy used by the Adviser may fail to produce its intended result. Different investment styles tend to shift in and out of favor depending on market conditions and investor sentiment, and at times when the investment style used by the Adviser for the strategy is out of favor, the strategy may underperform other equity strategies that use different investment styles. The strategy invests most of its assets in equity securities of domestic growth companies, including common stocks and other forms of equity investments (e.g., convertible securities). Convertible securities are at risk of being called before intended, which may have an adverse effect on investment objectives. The strategy is not intended to be a complete investment program. The strategy is designed for long-term investors.