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William Blair Small-mid Cap Growth Cit (0P000135R8)

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44.345 -0.160    -0.36%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  William Blair .
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.08B
William Blair Small-Mid Cap Growth Collective Inve 44.345 -0.160 -0.36%

William Blair Small-mid Cap Growth Cit Overview

 
On this page you'll find an in-depth profile of William Blair Small-mid Cap Growth Cit. Learn about the key management, total assets, investment strategy and contact information of 0P000135R8 among other information.
Category

Mid-Cap Growth

Total Assets

1.08B

Expenses

Inception Date

May 01, 2012

Investment Strategy

Our SMID Growth strategy seeks to outperform the Russell 2500® Growth Index over a full market cycle. Institutional SMID Growth Team invests in a mixture of small and medium-sized growth companies of recognized investment quality whose records of sales and earnings growth may not be as well established.

Contact Information

Address 150 North Riverside Plaza
Chicago,IL 60606
United States
Phone +1 312 236-1600

Top Executives

Name Title Since Until
Nick Zimmerman Partner 2023 Now
Biography Nick Zimmerman, CFA, partner, is a portfolio manager on William Blair’s Small-Mid Cap Growth strategy. Previously, he was a research analyst focused on U.S. small- and mid-cap resources companies. Before joining William Blair in 2017, Nick was an equity analyst at Holland Capital Management, where he covered energy, materials, aerospace and defense, and transportation companies. Nick is a member of the CFA Institute and the CFA Society Chicago. He received a B.S. in finance, with high honors, from the University of Illinois Urbana-Champaign and an M.S. in finance from the University of Wisconsin–Madison.
Daniel E. Crowe Partner 2015 Now
Biography Dan Crowe, CFA, partner, is a portfolio manager on William Blair’s Small-Mid Cap Growth and Small-Mid Cap Core strategies. Previously, he was a 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 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.
James E. Jones Partner 2012 2023
Biography 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.
Robert C. Lanphier Portfolio Manager 2012 2020
Biography 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,
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