Jan 03, 2020
William Blair Large Cap Growth Fund
Managing a concentrated portfolio requires high conviction in the stock selection. James Golan, co-portfolio manager of the William Blair Large Cap Growth Fund, emphasizes quality growth, industry knowledge, and a deep analytical mindset. The fund aims to invest in companies with structural advantages over the next three to five years, identifying industries with secular growth drivers and companies that are expected to lead these industries.
Jun 09, 2015
William Blair Large Cap Growth Fund
Companies with structural advantage in the marketplace are likely to sustain their profitability and growth potential. Yet, investors may occasionally get overconfident in a company as they over-extrapolate short-term trends into the future or they may occasionally lose confidence in structurally advantaged companies for temporary reasons. James Golan and David Ricci, portfolio managers of the William Blair Large Cap Growth Fund, look to exploit these market inefficiencies across industries and sectors.
