William Blair Investment Management Launches Mid-Cap Value Fund | Business


William Blair today announced the launch of the William Blair Mid Cap Value Fund (WVMIX). The fund, which will be managed by portfolio managers Matthew Fleming, CFA, and William V. Heaphy, CFA, seeks long-term capital appreciation by investing in a diversified portfolio of equity securities of mid-cap companies.

“Mid-cap stocks are an undervalued segment of the market, despite generating one of the best track records of risk-adjusted performance. We believe that smaller companies are in a better position to adapt their business models and react to changing operating environments, and our active management approach aims to identify high-quality companies trading at prices below their value. intrinsic,” said William V. Heaphy, CFA, portfolio manager and head of the US Value Equity team.

The new fund is managed by Mr. Fleming and Mr. Heaphy, supported by a team of research analysts, associates and traders, with an average of 23 years of industry experience and over 13 years of collaboration. The team’s disciplined and rigorous analysis seeks companies with strong management teams that consistently demonstrate high returns on capital, high barriers to entry, strong cash flow generation and high recurring margins.

“William Blair has a long and distinguished history of investing in high quality growth stocks globally; it’s an opportunity for clients to capitalize on the complementary skills of our recently acquired value team and diversify their portfolios with mid-cap value stocks,” said Robert Duwa, CFA, head of North American distribution. .

The Mid Cap Value Fund expands the range of William Blair strategies available to US investors. As of December 31, 2022, William Blair Investment Management manages approximately $79.6 billion.

About William Blair

William Blair is the world’s leading boutique specializing in investment banking, investment management and private wealth management. We provide consulting services, strategies and solutions to meet the changing needs of our clients. As an independent, employee-owned company, together with our strategic partners, we operate in more than 20 offices worldwide.*

William Blair Investment Management is a leading global investment management boutique, focused solely on active management of equities, fixed income, currencies and multi-asset strategies. We are a signatory to the United Nations-backed Principles for Responsible Investment (PRI), a member of the Investor Stewardship Group (Framework for US Stewardship and Governance), and a signatory to the Japan and Korea Codes of Conduct. We work closely with private and public pension funds, insurance companies, endowments, foundations and sovereign wealth funds, as well as financial advisors. As of December 31, 2021, William Blair Investment Management manages over $79.6 billion in assets. For more information on William Blair funds, please visit www.williamblairfunds.com.

*Includes strategic partnerships with Allier Capital, BDA Partners and Poalim Capital Markets


This content is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell securities. Investment advice and recommendations can only be provided after careful consideration of an investor’s objectives, guidelines and restrictions.

The Fund’s returns will vary and you could lose money by investing in the Fund. Equity securities may lose value due to real and perceived general market, economic and industry conditions. Investments in mid-cap companies involve higher risk than those in larger, more established companies, including higher volatility and lower liquidity. Individual securities may not work as expected or a strategy used by the advisor may not produce the expected result. Diversification does not guarantee against loss. Past performance does not guarantee future results.

Please carefully consider the Fund’s investment objectives, risks, charges and expenses before investing. This and other information is contained in the Fund’s prospectus and simplified prospectus, which you can obtain by calling 1-800-742-7272. Read the prospectus and simplified prospectus carefully before investing. Investing involves risk of loss.

William Blair Funds are distributed by William Blair & Company, LLC, Member FINRA/SIPC.

See the source version on businesswire.com: https://www.businesswire.com/news/home/20220316005778/en/

CONTACT: Tony Zimmer

[email protected]



SOURCE: William Blair

Copyright BusinessWire 2022.

PUBLISHED: 03/16/2022 11:36 a.m. / DISK: 03/16/2022 11:36 a.m.


Comments are closed.