U.S. Value Equity
Our U.S. Value Equity Team
Quality Fundamental Focus
What We Believe
We believe that pricing inefficiencies exist in small- and mid-cap stocks such that quality companies can temporarily trade below their intrinsic value. This valuation discrepancy tends to be rationalized over time. By maintaining a strong valuation discipline, with a strict focus on quality companies, we believe we are rewarded for our stock selection, conviction, and patience.
Strong investment timing has been a key factor to our success. Our focus is to nimbly identify profitable entry and exit points of quality companies.
Why This Matters
Research has shown that historically, small- and mid-cap value stocks have been among the best- performing asset classes over time.
Both value and small- and mid-cap company risk premiums have amply rewarded investors over the long term. Our view is that most investors can benefit from the attractive long-term capital appreciation potential that a strategic allocation to small- and mid-cap value equities has offered. We believe that investors are well served and can improve their long-term prospects by investing with an active manager in this space.
Resources
5 Reasons to Consider Value Stocks
Recent signals suggest that the landscape for value equities may finally be starting to change.
Our Edge in Small-Cap Value
We believe three things define our edge in small-cap value: our team’s experience; a well-defined and interactive research process; and the fact that we’re all pulling the oar in the same direction.
Featured Strategies
View Strategy:
https://im.williamblair.com/investments/separate-accounts/small-cap-value
View Strategy:
https://im.williamblair.com/investments/separate-accounts/small-mid-cap-value
Learn more about our SICAV Funds
U.S. Value Equity Strategies
| Strategy Name | Description |
|---|---|
| U.S. Value Equity | |
| Mid Cap Value | Portfolio of quality mid-cap companies whose stocks are trading at a discount to their intrinsic value. |
| Small-Mid Cap Value | Portfolio of quality small- and mid-cap companies whose stocks are trading at a discount to their intrinsic value. |
| Small Cap Value | Portfolio of quality small-cap companies whose stocks are trading at a discount to their intrinsic value. |
Our U.S. Value Equity Team
When an investment doesn’t perform as expected, everyone says, ‘Hey, you didn’t put it in the portfolio. We did.’ That encourages you to take more appropriate risks.
Jamie Shurtleff, CFA
When an investment doesn’t perform as expected, everyone says, ‘Hey, you didn’t put it in the portfolio. We did.’ That encourages you to take more appropriate risks.
Jamie Shurtleff, CFA
If you ask me why we have been successful, I’d say a huge piece of it is just our team’s collective knowledge and history. We’ve met a lot of management teams. We’ve seen a lot of patterns.
Matt Fleming, CFA
HEAD OF THE U.S. VALUE EQUITY TEAM
If you ask me why we have been successful, I’d say a huge piece of it is just our team’s collective knowledge and history. We’ve met a lot of management teams. We’ve seen a lot of patterns.
Matt Fleming, CFA
HEAD OF THE U.S. VALUE EQUITY TEAM
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