William Blair Small-Mid Cap Core Strategy
Why We Focus on Durability
Our high-quality investment approach focuses on durability—a company’s ability to sustain its business model and generate enduring growth.
Quality Companies
The investment team seeks to invest in small- and mid-cap quality companies across a broad universe that can achieve more durable returns on capital than the market expects.
Mispriced Stocks
The strategy’s focus on the long term helps the investment team exploit inefficiencies derived from the short-term focus of other investors.
Attractive Risk/Return Profile
The strategy seeks to outperform over the long term with lower levels of risk.
SEEKING TO EXPLOIT MARKET INEFFICIENCIES
Traditional Quality
Companies whose long-term earnings power and/or business model durability is underappreciated due to most investors’ shorter-term focus
Fallen Quality
Companies exhibiting non-linear growth or facing a short-term issue that causes investors who have less extensive knowledge of the company to overreact
Undiscovered Quality
Companies that remain undiscovered because of minimal analyst coverage or low institutional ownership
View All Our Strategies
Featured Blog Posts
High-quality value—not deep value—defines our U.S. value equity team’s approach to value investing. The team seeks stocks that...
Deep experience, an intimate knowledge of management teams, and an interactive research process define our U.S. value equity...
In recent years, we’ve experienced an extended period of small-cap value underperformance, but the tide may be turning....
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GICS Reclassification: Impact on Emerging Market Investors