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40.21
+0.47
+1.18%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 551.1M
William Blair Small Cap Growth I
40.21
+0.47
+1.18%
- Overview
- Profile
- Historical Data
- Holdings
William Blair Small Cap Growth Fund Class I Overview
On this page you'll find an in-depth profile of William Blair Small Cap Growth Fund Class I. Learn about the key management, total assets, investment strategy and contact information of WBSIX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in stocks of small capitalized ("small cap") companies. It invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments, of small cap U.S. growth companies that are expected to exhibit quality growth characteristics. For purposes of the fund, the advisor considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell 2000® Index at the time of the fund's investment.
Contact Information
Address
150 North Riverside Plaza
Chicago,IL 60606
United States
Chicago,IL 60606
United States
Phone
+1 312 236-1600
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Mark C. Thompson | Portfolio Manager | 2020 | Now |
| Biography | Mark Thompson, CFA, partner, is a portfolio manager on William Blair’s Small Cap Growth and All Cap Growth strategies. Previously, he was a research analyst and an associate portfolio manager on William Blair’s Small Cap Growth strategy. In Mark’s research role, he focused on U.S. small-cap stocks across sectors. Before joining the firm as a research analyst in 2006, he was a research generalist at Kidron Capital for three years. Before that, he was a research analyst covering healthcare at American Express for two years. Mark is a member of the CFA Institute and the CFA Society Chicago. He received a B.B.A. in finance (with an emphasis on accounting) and an M.B.A. (with an emphasis on finance) from the University of Iowa. | ||
| Ward D. Sexton | Partner | 2016 | Now |
| Biography | Ward Sexton, CFA, partner, is a portfolio manager on William Blair’s Small Cap Growth and Small-Mid Cap Core strategies. Previously, he was an associate portfolio manager on William Blair’s Small Cap Growth strategy and a research analyst. He joined the team in 2001 and covered resource, financial, and consumer companies during his time as an analyst. He joined William Blair in 1999, initially working in the firm’s corporate finance group for two years. Ward is a member of the CFA Institute and the CFA Society Chicago. He received a B.S. in finance, with honors, from the University of Illinois Urbana-Champaign and an M.B.A., with high honors, from the University of Chicago’s Booth School of Business. | ||
| Michael P. Balkin | Partner | 2008 | 2020 |
| Biography | Michael Balkin, partner, is a portfolio manager on William Blair’s Small Cap Growth strategy. He rejoined William Blair in 2008 after three years as a portfolio manager and chief investment officer of Magnetar Investment Management. He originally joined William Blair in 1990, covering small-cap growth companies for the firm’s sell-side institutional research sales group, and became a portfolio manager on William Blair’s Small Cap Growth strategy in 1999. Michael received a B.A. from Northwestern University. | ||
| Karl W. Brewer | Partner | 1999 | 2017 |
| Biography | 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. | ||
| Colin J. Williams | Analyst | 2006 | 2008 |
| Biography | Williams is an associate with William Blair & Company, L.L.C. He joined the firm in May of 2000 as a research associate in the firms Sell-Side Equity Research Department. In 2002, Williams joined the firms Investment Management Department as an analyst. Previously, he was with Allegiance Healthcare, a division of Cardinal Health, in various finance positions. Williams holds the Chartered Financial Analyst designation. | ||
| Michael P. Balkin | Partner | 1999 | 2005 |
| Biography | Michael Balkin, partner, is a portfolio manager on William Blair’s Small Cap Growth strategy. He rejoined William Blair in 2008 after three years as a portfolio manager and chief investment officer of Magnetar Investment Management. He originally joined William Blair in 1990, covering small-cap growth companies for the firm’s sell-side institutional research sales group, and became a portfolio manager on William Blair’s Small Cap Growth strategy in 1999. Michael received a B.A. from Northwestern University. | ||
| Mark A. Fuller | Principal | 1999 | 2002 |
| Biography | Fuller is a principal of William Blair & Company, L.L.C. He has co-managed the fund since 2002 and has been with the firm since 1983. Prior to joining William Blair & Company, he was with the IBM Corporation in technology sales. | ||
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