OUR STRATEGIES | WILLIAM BLAIR SMALL CAP VALUE STRATEGY

U.S. VALUE EQUITY

William Blair Small Cap Value Strategy

KEY FEATURES AND POTENTIAL BENEFITS

Quality Companies

The team seeks to invest in undervalued small-cap companies that it believes possess solid balance sheets and free cash flow generation along with management teams that are strong stewards of capital allocation.

Team-Based Assessment

Our process combines the focused knowledge of individual career sector analysts with the collective experience of the team to find companies that we believe can outperform the broader market over time.

Disciplined Valuation Framework

A standardized proprietary valuation template used to analyze every stock provides the team with a disciplined input into the research process to direct the discussion of a company’s underlying fundamentals.

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Enduring Partnership

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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