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April 25, 2018 | U.S. Equity
Uncovering Unique AI Investments

Research Analyst, Co-Director of Research, U.S. Growth and Core Equity Team

Corey Tobin, partner, is a research analyst and director of research for the U.S. Growth and Core Equity team at William Blair Investment Management. He focuses on U.S. small-cap technology companies. Before rejoining William Blair in 2012, Corey was the senior vice president of healthcare solutions and corporate planning for Trustwave Holdings, Inc., a provider of data security and compliance solutions. In this role, he led Trustwave’s administrative and planning functions, such as its financial planning and analysis, human resources, sales operations, facilities, investor relations, and special projects areas. From 2001 through 2011, Corey served in William Blair’s sell-side research group, focusing on specialty software and healthcare IT companies; in this role he was recognized by the Wall Street Journal, the Financial Times, and Forbes. Before joining William Blair, Corey was an associate at private-equity firm Willis Stein & Partners, an analyst in the M&A investment banking group of Merrill Lynch, and an associate in the financial advisory services practice at Coopers & Lybrand (now PricewaterhouseCoopers). He received a B.S. in business administration with high distinction from the University of Michigan, an M.B.A. from Northwestern University’s Kellogg Graduate School of Management, and an M.S. in computer science with recognition from the University of Chicago.

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Many large-cap companies are discussing their artificial intelligence initiatives. But we’re focused on identifying companies with rare datasets or that are uniquely positioned in an industry, which can create proprietary revenue streams and long-term investment opportunities, says Corey Tobin, partner and research analyst on the U.S. Growth Equity team.

Watch the video or read the recap below.

 

So this is an incredibly exciting time to be an investor—and specifically in the field of technology, as we are at the cusp of a significant acceleration in the pace of innovation.

Examples are abundant in every industry, whether it’s in healthcare, where we are using computers today to help detect and come up with recommendations on how to treat diseases, or in the transportation space, with route optimization as well as autonomous vehicles. You’re seeing it in the consumer space, with suggestive selling on certain websites; that’s all powered by artificial intelligence. Or even earphones that you can buy today that will do real time speech translation.

Most large-cap companies, especially those in the internet space, are prominently discussing their artificial intelligence initiatives. But we try to differentiate ourselves by finding those companies with rare datasets or that are uniquely positioned in an industry, and that can use these newer technologies to create proprietary revenue streams. By identifying those companies, we hope to find great investments—not just for today, but for the longer term.

Corey Tobin, CFA, partner, is a research analyst and co-director of research on William Blair’s U.S. Growth Equity team.

Research Analyst, Co-Director of Research, U.S. Growth and Core Equity Team

Corey Tobin, partner, is a research analyst and director of research for the U.S. Growth and Core Equity team at William Blair Investment Management. He focuses on U.S. small-cap technology companies. Before rejoining William Blair in 2012, Corey was the senior vice president of healthcare solutions and corporate planning for Trustwave Holdings, Inc., a provider of data security and compliance solutions. In this role, he led Trustwave’s administrative and planning functions, such as its financial planning and analysis, human resources, sales operations, facilities, investor relations, and special projects areas. From 2001 through 2011, Corey served in William Blair’s sell-side research group, focusing on specialty software and healthcare IT companies; in this role he was recognized by the Wall Street Journal, the Financial Times, and Forbes. Before joining William Blair, Corey was an associate at private-equity firm Willis Stein & Partners, an analyst in the M&A investment banking group of Merrill Lynch, and an associate in the financial advisory services practice at Coopers & Lybrand (now PricewaterhouseCoopers). He received a B.S. in business administration with high distinction from the University of Michigan, an M.B.A. from Northwestern University’s Kellogg Graduate School of Management, and an M.S. in computer science with recognition from the University of Chicago.

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