Investment Objective
Capital Appreciation
Morningstar Category
Small Blend
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Fund Characteristics
The Small-Mid Cap Core Fund seeks to invest in small and mid cap quality companies that are expected to have durable returns on capital and whose stocks trade at attractive valuations.
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Investment Approach
- Invests in quality companies that are believed to have incentivized management teams, differentiated business models, and attractive financial characteristics.
- Seeks to exploit three market inefficiencies among stocks of quality companies: the market underappreciating the long-term earnings power and durability of the business model; the market overreacting to short-term factors despite an attractive long-term opportunity; and the market lacking knowledge of the long-term opportunity.
- Employs a research-intensive fundamental investment approach that typically includes company visits, focused discussions with management about issues critical to the investment thesis, conversations with independent sources, financial modeling, and valuation analysis.
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Why Consider This Fund?
- Seeks to provide strong investment performance 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 and experienced, long-tenured portfolio management and analyst team
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