U.S. Growth & Core Equity Team

Quality Investing With a Valuation Discipline

We believe many investors underappreciate the role of valuation in finding durable businesses whose stocks can outperform the market.

WHAT WE BELIEVE

We believe investing in quality companies whose stocks are mispriced enables us to outperform over time. Our intense focus on finding companies with strong managements, sustainable business models, and attractive financials helps us identify durable business franchises that can sustain growth and/or returns on capital for a long period of time.

Because we believe the price you pay for an asset matters, we seek to purchase quality companies when they are attractively valued:

  • No one metric is sufficient for valuing all companies
  • By using multiple valuation methods we can build a more complete picture of what a company is worth

 

WHY THIS MATTERS

It is a common misconception that an investor can outperform the market by simply investing in the stocks of good companies. We believe many investors underappreciate the role of valuation in finding stocks that will outperform the market.

SEE WILLIAM BLAIR’S U.S. GROWTH & CORE EQUITY STRATEGIES

All Cap Growth
Broad opportunity set across all market caps in a portfolio of high-quality growth companies. LEARN MORE

Large Cap Growth
Concentrated portfolio of structurally advantaged, large-cap quality growth companies that are diversified across sectors. LEARN MORE

Mid Cap Growth
Portfolio of high-quality mid-cap growth companies that seeks to provide attractive long-term investment returns with lower levels of risk. LEARN MORE

Small-Mid Cap Growth
Portfolio of high-quality small- and mid-cap growth companies that seeks to provide attractive long-term investment returns with lower levels of risk. LEARN MORE

Small-Mid Cap Core
Portfolio of high-quality small- and mid-cap companies across a broad universe that seeks to provide attractive long-term investment returns with lower levels of risk. LEARN MORE

Small Cap Growth
Portfolio of high-quality small-cap growth companies whose stocks are attractively valued. LEARN MORE

By applying our bottom-up, fundamental analysis to identify quality companies and then utilizing various valuation methods, such as discounted cash flow analysis, absolute and relative multiple analysis, and other non-traditional valuation analyses, we are able to build a more holistic picture of what a company is worth. We believe this focus on investing in durable business franchises that are attractively priced allows us to deliver compelling returns for client portfolios over time.

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Our active ownership culture creates long-term client relationships by aligning with your interests and helping you achieve successful investment outcomes. Contact us to learn how we can partner with you.

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