U.S. Value Equity Team
Four pillars set the foundation for the U.S. value equity team’s investment process—and align with our larger purpose of delivering strong client results.
| Team-First Mindset | The term “team” is fundamental to who we are. Our deep collaboration aligns individual priorities with the goals of the group. |
| Analyst-Driven Environment | We see our analysts as our greatest asset, which is why we strive to create a workplace where analysts are free to do their best work. |
| Unwavering Rigor | We are tireless in our pursuit of long-term results for investors. We believe that if you want to find opportunities that many overlook, you need to do the work that few will. |
| Principled Professionalism | We consider it an honor to be able to do the work we do, and we find our successes deeply satisfying, knowing the positive impact we have made in the lives of others. |
Team-First Mindset
There’s a lot of mutual respect among our team members that in my past experience you don’t always see on investment teams.
Matt Fleming, CFA
HEAD OF THE U.S. VALUE EQUITY TEAM
Video | 00:56
Greg Czarnecki, portfolio specialist and research coordinator for the U.S. value equity team, discusses how his team values both individual experience and team dynamics.
LOW EGOS, FROM TOP TO BOTTOM
We’re all in it together, trying to help each other out. Everybody’s door is open; you can always go in, talk, and collaborate.
Craig Miller, CFA
LEAD TRADER, U.S. VALUE EQUITY TEAM
When you’re focused on the process as we are, I don’t think that leaves a lot of time left over to develop an ego. Everyone here is rowing the boat in the same direction.
Jack Sequerth
When you’re focused on the process as we are, I don’t think that leaves a lot of time left over to develop an ego. Everyone here is rowing the boat in the same direction.
Jack Sequerth
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
RESEARCH ANALYST, U.S. VALUE EQUITY TEAM
Analyst-Driven Environment
The research process is analyst-driven. You get to be in the discussions. You get to ask questions. In fact, we expect you to ask challenging questions.
Dave Brenia
RESEARCH ANALYST, U.S. VALUE EQUITY TEAM
DIFFERENT BACKGROUNDS, UNIQUE EXPERIENCES
Jesse Fink, CFA
Jesse Fink, CFA
I received a master’s degree in healthcare from Johns Hopkins University, then worked in different facets of the healthcare industry. It’s really informed my coverage of the sector.
Jamie Shurtleff
I love that success on our team is determined by the quality of our insight, not the quantity of reports or the aesthetics of the presentation. And performance is measurable.
Jesse Fink, CFA
RESEARCH ANALYST, U.S. VALUE EQUITY TEAM
Unwavering Rigor
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
Intersection of Quality and Value
Our focus on quality companies—combined with our strong valuation discipline—seeks to provide consistent upside capture and downside protection across market cycles.
Some people just like to buy cheap stocks. That’s not us. We have a quality overlay. We’re trying to find what we believe are good or great companies at good or great prices.
Matt Fleming, CFA
HEAD OF THE U.S. VALUE EQUITY TEAM
Principled Professionalism
Our proudest moments are sitting beside a client that has been invested in our strategies for more than three decades, which to us is a testament to the outcomes we’ve delivered.
Greg J. Czarnecki
PORTFOLIO SPECIALIST AND RESEARCH COORDINATOR, U.S. VALUE EQUITY TEAM
A FOCUS ON CLIENTS
Jamie Shurtleff, CFA
Jamie Shurtleff, CFA
Some people think value investing is an intellectual exercise. Not us. We never lose sight of the fact that we’re stewards of our clients’ capital. It’s a real calling for us.
Dave Brenia
Some people think value investing is an intellectual exercise. Not us. We never lose sight of the fact that we’re stewards of our clients’ capital. It’s a real calling for us.
Dave Brenia
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.
Investing involves risks, including the possible loss of principal. Equity securities may decline in value due to both real and perceived general market, economic, and industry conditions. The securities of smaller companies may be more volatile and less liquid than securities of larger companies. Investing in foreign denominated and/or domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks. These risks may be enhanced in emerging markets. Investing in the bond market is subject to certain risks including market, interest rate, issuer, credit, and inflation risk. High-yield, lower-rated, securities involve greater risk than higher-rated securities. Different investment styles may shift in and out of favor depending on market conditions. Diversification does not ensure against loss.
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.