Our Purpose

Putting Great Talent to Good Use

What we do is defined by what we believe, and it all starts with clients. A stable foundation topped with dynamic growth helps retain talent, ensuring our best investment minds are working on clients’ behalf. Our uncompromising integrity leads us to make decisions based on what’s best for clients. And our  broad-based, active ownership means we build client relationships that last for years (even decades) rather than quarters.

Client-Focused

Connecting With Clients

A lot of clients become involved in my life. They get to know my family; I get to know their family.

Don Courtright
TAFT-HARTLEY NEW BUSINESS
DEVELOPMENT AND CLIENT SERVICE

$42.6 billion

assets managed for pension funds

$2.4 billion

assets in Taft-Hartley plans

128

endowments and foundations we serve

9.8 years

average institutional client tenure

67%

of AUM from clients of more than five years

30

countries in which we have clients

All data as of 12/31/2025

Considering Client Needs

We really listen to our clients when developing products, and sales meets regularly with product management to communicate what needs we see in the market. Recently, at clients’ request, we launched two new strategies to meet expected client demand and access new markets: Emerging Markets ex China Growth and Frontier Markets Debt.

Maximilian Hörwick
INSTITUTIONAL BUSINESS DEVELOPMENT

8

strategies launched since 2021

As of 12/31/25

2

investment teams acquired since 2019

As of 12/31/25

Dynamic and Evolving

Inspiring Growth

William Blair Investment Management is evolving with the world—advancing our capabilities, deepening our client partnerships, and empowering our people to lead with purpose.

Robert Kendall, Partner
GLOBAL HEAD OF INVESTMENT MANAGEMENT

Supporting Evolution

When I interviewed at William Blair, it was smaller then, under the radar, and felt like going into the unknown. I thought of it as an adventure. I imagined I’d try it for a few years. But I grew with the firm, and here I am 25 years later.

Julie Stevens, CFA
CLIENT SERVICES MANAGER

Visionary

Our Vision

We are focused on delivering strong client results. We strive to invest and operate for a sustainable future and to create enduring value for our clients, colleagues, and communities.

OUR VISION—IN OUR COLLEAGUES’ WORDS

Gurvir S. Grewal

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To me, the IM vision represents the crystallization of our thinking about how we make ourselves better in a sustainable fashion. I believe we will be better for it—better for our clients, colleagues, and communities.

Gurvir S. Grewal

RESEARCH ANALYST, GLOBAL EQUITY TEAM

Gurvir S. Grewal

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Gurvir S. Grewal

RESEARCH ANALYST, GLOBAL EQUITY TEAM

Xiaowei Hargrove

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I think of our vision statement as a guidepost as we continue to grow and evolve—a constant reminder that we’re not acting in a vacuum and must consider the impact of our actions on key stakeholders across our clients, colleagues, and communities.

Xiaowei Hargrove

Head of Strategy and Business Administration

Values-Based

Excellence, Engagement, Authenticity

I’m honored to receive the 2025 Nicholas Award. John Nicholas’s legacy lives on in the work we do, inspiring us to carry his values forward.

Steve Radis
HEAD OF MARKETING

Nicholas Award winners pictured, top row (left to right): Michael Thompson, CFA, former head of domestic equity trading (2018); Reto Baruffol, European institutional business development and client service (2022); Michael Cody, CFA, quantitative portfolio and trading analyst on the U.S. growth and core equity team (2024); Corwin Marbly, administrative assistant supporting the FINA, Advisor Solutions, Taft-Hartley/institutional business development, U.S. distribution, and client service teams (2023); and Steve Lotz, director of risk management (2019). Bottom row (left to right): Lisa Rusch, partner, director of operations (2016); Steve Radis, head of marketing (2025); and Patti Lauer, trade settlements and client restrictions administration team manager (2021).

Our Values

Video | 03:45

Listen to our colleagues discuss our values (Client Focus, Integrity, Excellence, Inclusivity, Collaboration) in their own words.

Impact-Driven

More Than a Paycheck

Video | 01:11

We want our colleagues to see their work as more than a paycheck; ultimately, they should feel like they’re doing something positive—for our clients and for our communities.

Jamie Dunham
FINANCIAL INSTITUTIONS AND NATIONAL ACCOUNTS

1,000+

charitable organizations supported

15,000

total hours volunteered by employees through events, volunteer paid day off, nonprofit board service, and other personal volunteering

$11,500

annual amount each employee may receive in matching gifts

All data as of 12/31/2025

These statistics represent all William Blair entities, and the employee match number is inclusive
of a $10,000 match available to individuals serving on nonprofit boards.

OUR PEOPLE, OUR COMMUNITIES

Gloria Warshaw

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I volunteer to help a voiceless portion of our community—the homeless pet population. I have fostered 165-plus cats and kittens. Volunteering with animals has its challenges, but it also brings tremendous joy, and it’s the most rewarding experience of my life.

Gloria Warshaw

SENIOR MARKETING MANAGER

Elliot Nelson

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I’ve run marathons to raise awareness for men’s mental health and suicide prevention through Movember, a charity that helps address critical men’s health issues that often go unnoticed, such as prostate cancer and mental health.

Elliot Nelson

PORTFOLIO IMPLEMENTATION ASSOCIATE, U.S. GROWTH AND CORE EQUITY TEAM

Alexandra Symeonidi, CFA

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I didn’t realize just how much value we can add to wildlife conservation in urban areas until I saw us working together. A small act can make a big difference if made by a lot of people!

Alexandra Symeonidi, CFA

SENIOR CORPORATE CREDIT AND SUSTAINABILITY ANALYST, EMERGING MARKETS DEBT TEAM

Alexandra Symeonidi, CFA

Read quote

I didn’t realize just how much value we can add to wildlife conservation in urban areas until I saw us working together. A small act can make a big difference if made by a lot of people!

Alexandra Symeonidi, CFA

SENIOR CORPORATE CREDIT AND SUSTAINABILITY ANALYST, EMERGING MARKETS DEBT TEAM

Our Community Partners

An important component of our mission is engaging in the community. By volunteering with community partners in each of our global offices, our colleagues around the world are making a difference.

Any investment or strategy mentioned herein may not be appropriate for every investor. There can be no assurance that investment objectives will be met. Products and services listed are available only to residents of this jurisdiction and may only be available to certain categories of investors. The information on this website does not constitute an offer for products or services, or a solicitation of an offer to any persons outside of this jurisdiction who are prohibited from receiving such information under applicable laws and regulations. Nothing on this webpage should be construed as advice and is therefore not a recommendation to buy or sell shares.

Please carefully consider the William Blair Funds’ investment objectives, risks, charges, and expenses before investing. This and other information is contained in the Funds’ prospectus and summary prospectus, which you may obtain by calling 1-800-742-7272. Read the prospectus and summary prospectus carefully before investing. Investing includes the risk of loss.

The William Blair Funds are distributed by William Blair & Company, L.L.C., member FINRA/SIPC.

The William Blair SICAV is a Luxembourg investment company with variable capital registered with the Commission de Surveillance du Secteur Financier (“CSSF”) which qualifies as an undertaking for collective investment in transferable securities (“UCITS”). The Management Company of the SICAV has appointed William Blair Investment Management, LLC as the investment manager for the fund.

Please carefully consider the investment objectives, risks, charges, and expenses of the William Blair SICAV. This and other important information is contained in the prospectus and Key Investor Information Document (KIID). Read these documents carefully before investing. The information contained on this website is not a substitute for those documents or for professional external advice.

William Blair Investment Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.

Issued in the United Kingdom by William Blair International, Ltd., authorized and regulated by the Financial Conduct Authority (FCA), and is only directed at and is only made available to persons falling within articles 19, 38, 47, and 49 of the Financial Services and Markets Act of 2000 (Financial Promotion) Order 2005 (all such persons being referred to as "relevant persons").

Issued in the European Economic Area (EEA) by William Blair B.V., authorized and supervised by the Dutch Authority for the Financial Markets (AFM) under license number 14006134 and also supervised by the Dutch Central Bank (DNB), registered at the Dutch Chamber of Commerce under number 82375682 and has its statutory seat in Amsterdam, the Netherlands. This material is only intended for eligible counterparties and professional clients.

Issued in Switzerland by William Blair Investment Services (Zurich) GmbH, Talstrasse 65, 8001 Zurich, Switzerland ("WBIS"). WBIS is engaged in the offering of collective investment schemes and renders further, non-regulated services in the financial sector. WBIS is affiliated with FINOS Finanzomubdsstelle Schweiz, a recognized ombudsman office where clients may initiate mediation proceedings pursuant to articles 74 et seq. of the Swiss Financial Services Act ("FinSA"). The client advisers of WBIS are registered with regservices.ch by BX Swiss AG, a client adviser registration body authorized by the Swiss Financial Market Supervisory Authority ("FINMA"). WBIS is not supervised by FINMA or any other supervisory authority or self-regulatory organization. This material is only intended for institutional and professional clients pursuant to article 4(3) to (5) FinSA.

Issued in Australia by William Blair Investment Management, LLC (“William Blair”), which is exempt from the requirement to hold an Australian financial services license under Australia's Corporations Act 2001 (Cth). William Blair is registered as an investment advisor with the U.S. Securities and Exchange Commission (“SEC”) and regulated by the SEC under the U.S. Investment Advisers Act of 1940, which differs from Australian laws. This material is intended only for wholesale clients.

Issued in Singapore by William Blair International (Singapore) Pte. Ltd. (Registration Number 201943312R), which is regulated by the Monetary Authority of Singapore under a Capital Markets Services License to conduct fund management activities. This material is intended only for institutional investors and may not be distributed to retail investors.

Issued in Canada by William Blair Investment Management, LLC, which relies on the international adviser exemption, pursuant to section 8.26 of National Instrument 31-103 in Canada.

Investments

Insights

About

Our Purpose

Client-Focused

$42.6 billion

$2.4 billion

128

9.8 years

67%

30

8

2

Dynamic and Evolving

Visionary

Our Vision

We are focused on delivering strong client results. We strive to invest and operate for a sustainable future and to create enduring value for our clients, colleagues, and communities.

Values-Based

Impact-Driven

1,000+

15,000

$11,500

Contact Us

Contact Us

Contact Us

Investments

Insights

About

Our Vision

We are focused on delivering strong client results. We strive to invest and operate for a sustainable future and to create enduring value for our clients, colleagues, and communities.

1,000+

15,000

$11,500

Contact Us

Contact Us

Contact Us