Investment Objective

Capital Appreciation

Fund Characteristics

The Mid Cap Growth Fund seeks to invest in mid cap quality companies that are expected to have solid growth in earnings.

Investment Approach

  • Invests in quality companies that are expected to experience solid growth in earnings
  • The investment process relies on thorough, in-depth fundamental research of a company, its competitors, suppliers and/or customers
  • Invests in companies that are expected to meet some if not all of the following criteria: market leadership, a distinctive attribute that cannot easily be replicated by competitors, quality products or services, a distinctive capability in sales, service or distribution, value to customer, and conservative financial policies and accounting practices

Why Consider This Fund?

  • Seeks to provide strong long-term investment returns with limited risk
  • Applies a time-tested, fundamental research approach to assess a company’s growth sustainability 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 since its inception by one portfolio management team averaging over 20 years of experience

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