One of the best parts about being a manager of small-cap benchmarks all the way up to mid-cap benchmarks is following the small-cap value stocks as they grow over time and become quality mid-cap stocks,...
AT WILLIAM BLAIR
As we entered 2022, the relative case for non-large caps looked exceptionally appealing. That outlook proved reasonable, with small-mid caps performing essentially in line with the S&P 500 Index after more than a decade of...
As investors who employ a bottom-up process when seeking quality companies, we’re intrigued with the growing valuation discount between our portfolios and their respective indices. We find it compelling that today we can purchase a...