William Blair Small-Mid Cap Value Strategy
Our Value Approach
Our value equity team explains its approach to value investing: not deep value, but high-quality value.
The team seeks to invest in undervalued small- and mid-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.
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.
View All Our Strategies
Featured Blog Posts
Regional Bank Update
When any turmoil arises, as it has in the banking sector this year, we begin our analysis with...
What’s Shaping India? 5 Emerging Trends
In November 2019, members of our global equity team traveled to India to meet with management teams of...
4 Reasons to Get Excited About HVAC
Investment analysts are constantly asking themselves: Is growth in my sector getting better, getting worse, or staying the...
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