Mid Cap Value Fund

Fund manager head shot

William Heaphy, CFA

Head of the U.S. value equity team. He is also a portfolio manager for William Blair’s small- to mid-cap value equity strategies and a research analyst focusing on the real estate sector. He joined the firm in his current role in 2021. Before joining William Blair, Bill worked at ICM, where he was chief investment officer of the small- to mid-cap value equity teams and a member of the management committee. Before joining ICM in 1994 as part of the equity research department, Bill was an associate in the Baltimore law firm of Ober, Kaler, Grimes and Shriver, and a staff auditor with Price Waterhouse. He holds the Chartered Financial Analyst designation.

Education: 
B.S., Lehigh University; J.D., University of Maryland School of Law

Tenure with William Blair: Since 2021

Fund manager head shot

Matthew Fleming, CFA

Portfolio manager and research analyst focusing on the energy, utilities, and industrials sectors. Before joining William Blair in 2021, Matt was a member of the small- to mid-cap value equity teams at ICM. Before joining ICM in 2008, Matt was a senior research analyst at PNC Capital Advisors/Mercantile Capital Advisors from 2004 to 2008. Before becoming a research analyst, Matt held various roles at GB Asset Advisors, Triumph Group, and BT Alex. Brown/Deutsche Bank AG. He holds the Chartered Financial Analyst designation. Matt received a B.A. in history from Princeton University.

Education: B.A., Princeton University

Tenure with William Blair: Since 2021