Large Cap Growth SMA
Why This Strategy?
- The investment team employs a quality growth investment philosophy that focuses on identifying growing companies in growing industries—referred to as structurally advantaged companies—whose long-term growth is underappreciated by the market
- The strategy seeks to invest in companies that are likely to gain share within industries whose profits are growing at least as fast, or ideally faster, than the overall economy over a 3-5 year investment horizon
- We believe this focused, high conviction approach to investing, together with our goal to maintain approximate sector and market cap neutrality relative to our benchmark over a market cycle, may limit the volatility of relative returns and provide a smoother experience for investors
OTHER VEHICLES:
| Key Facts | |
|---|---|
| Inception Date | 7/1/2001 |
| Benchmark | Russell 1000® Growth Index |
- 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 seeking to exploit two market inefficiencies among stocks of quality growth companies
Seek to Exploit Two Primary Market Influences
Management
Risks: Equity securities may decline in value due to both real and perceived general market, economic, and industry conditions. Different investment styles may shift in and out of favor depending on market conditions. Individual securities may not perform as expected or a strategy used by the Adviser may fail to produce its intended result. To the extent that investments are concentrated amongst a small number of issuers, the strategy may be more susceptible to adverse developments affecting any single issuer. Diversification does not ensure against loss.
William Blair Investment Management (“William Blair”) acts as a discretionary investment manager or non-discretionary model provider in a variety of separately managed account or wrap fee programs sponsored by financial intermediaries. When acting as a discretionary investment manager, William Blair is responsible for making and implementing all investment decisions in accounts. When acting as a non-discretionary model provider, William Blair provides investment recommendations (in the form of model portfolios) to financial intermediaries who may or may not, in their sole discretion, utilize such recommendations in connection with its management of accounts. William Blair does not have investment discretion for model portfolio accounts, and as such, performance or characteristics of these accounts may differ from the composite or representative account information presented. For additional information on the William Blair SMAs, please contact your financial advisor.
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.
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.