Investment Approach
- Invests in quality companies that are expected to have durable returns on invested capital
- The investment process relies on thorough, in-depth fundamental research of a company, its competitors, suppliers and/or customers
- Invests in companies that are expected to meet some if not all of the following criteria: market leadership, unique products or processes, strong marketing capability, and conservative financial and accounting practices
Why Consider This Fund?
- Seeks to provide strong long-term investment returns with lower levels of risk
- Applies a time-tested, fundamental research approach to assess a company's durability and critical success factors
- Utilizes William Blair's Research Agenda to ensure portfolio managers and analysts continually focus on the most attractive portfolio candidates
- Managed by an experienced, long-tenured portfolio management team
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