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William Blair Sicav - Us Small-mid Cap Growth Fund Class Z Usd Acc (0P0000PUT9)
Einem Portfolio hinzufügen/entfernen
Portfolio hinzufügen
528,990
-1,850
-0,35%
Typ:
Fonds
Markt:
Luxemburg
Emittent:
FundRock Management Company S.A.
ISIN:
LU0534978613
Anlageklasse:
Aktie
- Morningstar Rating:
- Fondsvermögen: 902,99M
William Blair SICAV US Small-Mid Cap Growth Fund C
528,990
-1,850
-0,35%
0P0000PUT9 Übersicht
Auf dieser Seite finden Sie ein ausführliches William Blair Sicav - Us Small-mid Cap Growth Fund Class Z Usd Acc Profil. Erfahren Sie mehr über das Management, das Gesamtvermögen, die Anlagestrategie und die 0P0000PUT9 Kontaktinformationen.
Investmentstrategie
Der Investmentansatz zielt auf kleine und mittlere US-Unternehmen mit langfristig stabilem Ertragswachstum, nachhaltigen Wettbewerbsvorteilen und starkem Management. Dabei besteht das Portfolio aus ca. 50-70 Titeln mit einer Marktkapitalisierung von 250 Mio bis 12,5 Mrd.USD. Benchmark ist der Russell 2500 Growth.
Kontaktinformation
Adresse
150 North Riverside Plaza
Chicago,IL 60606
United States
Chicago,IL 60606
United States
Telefon
+1 312 236-1600
Management
| Name | Titel | Seit | Bis |
|---|---|---|---|
| James E. Jones | Partner | 2020 | Aktuell |
| Biografie | Jim Jones, CFA, partner, is a portfolio manager on William Blair’s Mid Cap Growth and Small-Mid Cap Growth strategies. Previously, he was a research analyst focused on U.S. small-cap industrials companies for the U.S. Growth Equity team beginning in 2010 and also served as the team’s co-director of research from 2017 to 2019. Before joining William Blair in 2010, Jim was an investment analyst at Federated Investors. Prior to that, he was a research analyst at Credit Suisse and an associate at Ashton Partners. He has the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Chicago. Jim received a B.S. in accounting from Miami University and an M.B.A. from the University of North Carolina. | ||
| Daniel E. Crowe | Partner | 2004 | Aktuell |
| Biografie | Dan Crowe, CFA, partner, is a portfolio manager on William Blair’s Mid Cap Growth, Small-Mid Cap Growth, and Small-Mid Cap Core strategies. Previously, he was an associate portfolio manager on the firm’s Mid Cap Growth strategy, an associate portfolio manager on the firm’s Small Cap Growth strategy, and a research analyst, where he focused on all sectors across the U.S. small-cap space. Before joining William Blair as a generalist research analyst in May 2011, Dan was a midcap portfolio manager at Pyramis Global Advisors and a portfolio manager and analyst at The Boston Company/Founders Asset Management. He began his career as a generalist analyst at Marsico Capital Management. Dan is a member of the CFA Institute and the CFA Society Chicago. He received a B.S. in mechanical engineering from the University of Illinois at Urbana-Champaign. | ||
| Robert C. Lanphier | Portfolio Manager | 2015 | 2021 |
| Biografie | Rob Lanphier, partner, is a portfolio specialist for William Blair’s U.S. growth and core equity strategies. Previously, he was a portfolio manager on William Blair’s Mid Cap Growth, Small-Mid Cap Growth, and Small-Mid Cap Core strategies. He co-founded the Mid Cap Growth strategy in 1997 and the Small-Mid Cap Growth strategy in 1998. Before that, he was with William Blair’s sell-side institutional sales group for eight years. He joined William Blair in 1987. Before joining the investment industry, Rob was with Emerson Electric Corporation for nearly six years. He received a B.S., with honors, | ||
| Jim Jones | Partner | 2019 | 2020 |
| Biografie | Jim Jones, CFA, partner, is a portfolio manager on William Blair’s Mid Cap Growth and Small-Mid Cap Growth strategies. Previously, he was a research analyst focused on U.S. small-cap industrials companies for the U.S. Growth Equity team since 2010 and also served as the team’s co-director of research from 2017-2019. Before joining William Blair in 2010, Jim was an investment analyst at Federated Investors. Prior to that, he was a research analyst at Credit Suisse and an associate at Ashton Partners. He has the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Chicago. Jim received a B.S. in accounting from Miami University and an M.B.A. from the University of North Carolina. | ||
| Karl W. Brewer | Partner | 2004 | 2017 |
| Biografie | Karl W. Brewer, a Partner of William Blair & Company, L.L.C. He has been with the firm since 1996. He began as an analyst in August 1996 and subsequently became a portfolio manager in December 1999. He is a member of the Investment Management Department’s Small-Mid Cap and Small Cap Growth Teams. Previously, he spent six years at Lehman Brothers Inc. in the Mergers & Acquisitions and Los Angeles Corporate Finance Departments. He has the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago. Education: B.A., Washington & Lee University; M.B.A., Northwestern University Kellogg Graduate School of Management. | ||
| Matthew A. Litfin | Portfolio Manager | 2004 | 2015 |
| Biografie | Matt Litfin is the director of U.S. research at Columbia Wanger Asset Management, LLC. He is also a co-portfolio manager for the firm’s flagship Columbia Acorn Fund; Columbia Variable Portfolio ‐ U.S. Equities Fund; Wanger USA, a variable insurance product; and the lead portfolio manager for Columbia Acorn USA, a small‐cap domestic equity mutual fund. Mr. Litfin joined the firm in 2015 and has been a member of the investment community since 1993. Prior to joining Columbia Wanger, Mr. Litfin’s experience includes working primarily with funds that invest in small- and mid-cap companies. He held positions as a partner, co-portfolio manager and equity research analyst at William Blair & Co. and as a municipal bond analyst at John Nuveen & Co. Mr. Litfin earned a B.S. from the University of Tennessee and an M.B.A. from the Harvard Business School. In addition, he holds the Chartered Financial Analyst® designation. | ||
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