Mike Balkin Interviewed on CNBC’s “Closing Bell”

September 3, 2014


Mike Balkin, partner and co-portfolio manager of the William Blair Small Cap Growth Fund,  discusses his views of small cap stock performance in an anticipated rising interest rate environment on CNBC’s "Closing Bell” with anchor Bill Griffeth. “Historically, when we see interest rates edge up, we see some growth in the economy, which is when small cap stocks tend to do well,” Balkin said. While small cap stocks have lagged recently, Balkin said that small caps have performed well over the last four years, and he believes will continue to do so heading into the end of the year after mid-term elections.

Balkin CNBC Interview

(segment follows a brief advertisement)

The opinions and forecasts expressed in the following interview are those of Mike Balkin as of September 3, 2014, and may not actually come to pass. This information is subject to change at any time based on market and other conditions and should not be construed as investment advice or a recommendation of any specific security. Not all securities held in any William Blair strategy portfolio performed as favorably as those discussed, and there is no guarantee that these or other securities will perform favorably in the future. Investments are subject to market risk.

Investing in smaller capitalization companies includes special risks, including higher volatility and lower liquidity. Small cap stocks are also more sensitive to purchase/sale transactions and changes in the issuer's financial condition.

Please carefully consider the Fund's Investment objectives, risks, charges, and expenses before investing. This and other information is contained in the Fund's prospectus, which you may obtainby calling 1-800-742-7272. Read it carefully before you invest or send money.

William Blair & Company L.L.C., Distributor