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Fund Management
Management Approach:
An aggressive small cap growth fund that invests in companies with a durable business franchise.
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Karl Brewer CFA
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Karl Brewer, CFA , a principal of William Blair & Company, L.L.C., joined the Firm in 1996 as a Research Analyst in Investment Management. In 1998, Karl began focusing his efforts on small cap growth companies and became co-manager of the Small Cap Growth Fund in late 1999. Karl also has been a co-manager of the Small-Mid Cap Growth Team since 2002. Previously he spent nt six years at Lehman Brothers in the Mergers and Acquisitions and Los Angeles Corporate Finance Departments.
Education: B.A., Washington & Lee University; M.B.A., Northwestern University Kellogg Graduate School of Management.
Tenure with William Blair: Since 1996 |
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Michael Balkin
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Michael Balkin , a principal of William Blair & Company, L.L.C., rejoined the Firm in June of 2008 as a member of the Small Cap Growth team and co-portfolio manager of the William Blair Small Cap Growth Fund. Mike had left Mike left William Blair in 2005 to be a founding partner of hedge fund Magnetar, subsequently becoming a client of the Firm. He originally joined William Blair & Company, L.L.C., in 1990 as an institutional salesman, specializing in small capitalization growth companies. In 1999, he joined the Investment Management Department where became co-manager of the William Blair Small Cap Growth Fund and a member of the firm's Small Cap Growth team.
Education: B.A., Northwestern University.
Tenure with William Blair: Since 1990 |
Investing in smaller companies involves special risks, including higher volatility and lower liquidity.
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