William Blair Funds Introduce Mid Cap Value Fund
We are very pleased to announce our newest William Blair Fund offering. It’s called the William Blair Mid Cap Value Fund, and it will commence operations on May 3, 2010.
The William Blair Mid Cap Value Fund seeks long-term capital appreciation by investing in a diversified portfolio of equity securities of mid cap companies.
The Mid Cap Value Fund is a way for investors to further diversify their equity portfolios by adding exposure to mid-cap stocks. At the same time, for those investors that may own stocks through a core equity fund, it provides a way to increase their allocation to mid cap stocks. In addition, the Fund provides investors with exposure to value investments.
The Mid Cap Value Fund is appropriate for those investors seeking long-term capital appreciation and who are willing to commit to a longer-term time horizon. The Fund’s level of risk should be considered moderate—lower than smaller-cap stocks, but higher than larger cap stocks.
A Proven Management Team
This new Fund capitalizes on the considerable knowledge and expertise William Blair’s Value Team can bring to mid cap value investing. The Fund will be managed by Chad Kilmer, Mark Leslie and David Mitchell.
Mid Cap Value Fund Investment Strategies
The Value Team believes the key to successful investing is striking a balance between attractive valuations and solid fundamentals. They look for this balance in two separate but somewhat overlapping categories: quality companies at discount prices and corporate transformation opportunities. They also feel it is critical to assess stock-specific downside risk. Their investment success is dependent on the consistent application of this philosophy.
We invite you to find out more about the William Blair Mid Cap Value Fund.
View the William Blair Mid Cap Value Fund Prospectus.
Investing in smaller and medium capitalization companies involves special risks, including higher volatility and lower liquidity. Mid Cap stocks are also more sensitive to purchase/sale transactions and changes in the issuer's financial condition.