Jim Golan Featured on Investing with IBD Podcast

 

Our Jim Golan, CFA, Partner, joined the Investing with IBD podcast to discuss optimism for secular growth in the second half of the year and the careful construction of the William Blair Large Cap Growth Fund. From inflation fears to finding structural winners, Jim provides his expertise alongside Justin Nielsen to create an engaging conversation you don't want to miss.

 

Listen to the podcast here.

 

DISCLOSURE

Podcast recorded July 2021.

 

The information and opinions expressed in this article are those of the author as of the date of publication and may not reflect the opinions of other investment teams within William Blair. This information is subject to change at any time based on market and other conditions and should not be construed as a recommendation of any specific security. Holdings are subject to change at any time and there is no guarantee that the Fund will continue to hold any one particular security or stay invested in any particular sector. The securities discussed do not represent all of the Fund's holdings. It should not be assumed that any investment in these securities was, or will prove to be, profitable, or that the investment decisions we make in the future will be profitable or equal to the investment performance of securities referenced herein. There can be no assurance that the Fund will achieve its objectives or provide positive returns over any period of time.

The holdings mentioned comprise the following percentages of the William Blair Large Cap Growth Fund total net assets as of 7/31/2021: Intuit 3.2%, Microsoft 11.3%, Accenture 3.2%, Adobe 3.4%. For a complete list of the Fund's holdings, please visit www.williamblairfunds.com.

This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

Standardized Performance (Period ended 6/30/21)

QTD

YTD

1 YR

3 YR

5 YR

10 YR

Large Cap Growth Fund (Class N)

11.83%

14.18%

41.96%

25.54%

24.38%

18.16%

Performance (Period ended 7/31/21)

Month

YTD

1 YR

3 YR

5 YR

10 YR

Large Cap Growth Fund (Class N)

3.67%

18.37%

37.64%

26.31%

23.98%

18.87%



Performance cited represents past performance. Past performance does not guarantee future results and current performance may be lower or higher than the data quoted. Returns shown assume reinvestment of dividends and capital gains. Investment returns and principal will fluctuate with market and economic conditions and you may have a gain or loss when you sell shares. For the most current month-end performance information, please call +1 800 742 7272, or visit our Web site at www.williamblairfunds.com. Class N shares are available to the general public without a sales load.

https://www.williamblairfunds.com/funds/individual/fundid_5/share_class_n/large_cap_growth_fund/performance.fs

Expense ratio (gross/net): 1.09%/.90% Expenses are as of the most recent prospectus. The Fund's Adviser has contractually agreed to waive fees and/or reimburse expenses to limit fund operating expenses until 4/30/22.

The Fund involves a high level of risk and may not be appropriate for everyone. The Fund›s returns will vary, and you could lose money by investing in the Fund. The Fund invests most of its assets in equity securities of large cap domestic growth companies where the primary risk is that the value of the equity securities it holds might decrease in response to the activities of those companies or market and economic conditions.  Individual securities may not perform as expected or a strategy used by the Adviser may fail to produce its intended result.  Different investment styles tend to shift in and out of favor depending on market conditions and investor sentiment, and at times when the investment style used by the Adviser for the Fund is out of favor, the Fund may underperform other equity funds that use different investment styles. The Fund invests most of its assets in equity securities of domestic growth companies, including common stocks and other forms of equity investments (e.g., convertible securities). Convertible securities are at risk of being called before intended, which may have an adverse effect on investment objectives. The Fund is not intended to be a complete investment program. The Fund is designed for long-term investors.

Please carefully consider the 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.

Distributed by William Blair & Company, L.L.C., member FINRA/SIPC.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE