Video Transcript

Josh Overholt
Research Analyst, U.S. Value Equity Team

So as I think about the history and the heritage of William Blair, focused on high-quality, growth-oriented companies, and I think about what we do here in Baltimore on the value team, in many ways it’s similar. We’re looking for growth-oriented companies that have the ability to grow earnings and free cash flow. We just don’t like to pay for that. And so, in many ways we’re looking at similar companies, similar industries. And the infrastructure that’s been built in Chicago provides so much value. Summit, which is a platform to post research and share ideas, has been a great value add. And it’s an exciting partnership that allows us to really just accelerate what we’ve already been doing and accentuate what we’ve been doing here for our customers.

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.