Video Transcript
Jesse L. Fink, CFA
Research Analyst, U.S. Value Equity Team
“We take a lot of pride in rolling up our sleeves and doing the work that others frankly aren’t willing to do, and a lot of these companies aren’t particularly well-covered by the Street.”
Gary J. Merwitz
Director of Research, Research Analyst, and Portfolio Manager, U.S. Value Equity Team
“We really try get to know management teams really well. We feel like that gives us an information edge. What we try to do is understand how they’re going to react in different environments, so that if things don’t go well, we have the ability to step up and react when there’s market overreactions.”
Craig A. Miller, CFA
Trader, U.S. Value Equity Team
“For me the biggest thing is most of the people on this team have been in the business for 20-plus years, and we've worked together for over a decade, which is somewhat uncommon. I think that that helps with our collaboration and enhances the investment process.”
Disclosure
The views and opinions expressed herein are those of the speaker(s) as of the date of publication, are subject to change without notice as economic and market conditions dictate, and may not reflect the views and opinions of other investment teams within William Blair. Factual information has been obtained from sources we believe to be reliable, but its accuracy, completeness, or interpretation cannot be guaranteed. This material may include estimates, outlooks, projections, and other forward-looking statements. Due to a variety of factors, actual events may differ significantly from those presented. This video has been provided for informational purposes only and should not be considered as investment advice or a recommendation of any particular strategy or investment product, or as an offer to buy or sell any securities or related financial instruments in any jurisdiction. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.