William Blair Small-Mid Cap Value Strategy
The team seeks to invest in undervalued small- and mid-cap companies that it believes provide attractive valuations and solid fundamentals.
Capital Stewardship Focus
Our philosophy is based on the belief that successful companies possess superior capital stewardship as characterized by strong cash flow generation, improving/sustainable return on invested capital, and shareholder-value focused managements.
Attractive Risk/Return Profile
The relative value strategy seeks to provide attractive long-term investment returns with lower levels of risk.
BALANCING VALUATION AND FUNDAMENTALS
We believe many investors place too much weight on one or the other to the detriment of investment success, and believe our valuation analysis and free cash flow return on invested capital analysis helps us strike this balance appropriately.
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Featured Blog Posts
Being a value investor has been challenging over the past 13 years, and there have been echoes of “value is dead” within the...
The COVID-19 pandemic is disrupting the lives of people around the globe and changing consumer behavior in real time. While...
Some investors believe that it can be difficult for active managers to add value in the large-cap segment of the equity...
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