William Blair Large Cap Growth Fund - Keywords

 

INVESTMENT FOCUS

  • Large Cap Growth Stocks
  • Growth and Quality
  • Durable Growth Profile

INVESTMENT PHILOSOPHY

  • Quality Focus
  • Disciplined Investing
  • Concentrated Investing
  • Structurally Advantaged Companies
  • High Conviction
  • Seeking Consistent Returns

INVESTMENT PROCESS

  • Bottom-Up Selection
  • Company Visits
  • Fundamental Analysis

RESEARCH PROCESS

  • Fundamental Analysis
  • Company Visits
  • Revenue Growth Models
  • Bottom-up Selection
  • Improving Financials
  • Core Earnings Growth
  • Sustainable Business Models
  • Trends Across Industries
  • Fundamental Momentum
  • Qualitative and Quantitative Screening
  • Industries with Secular Growth
  • Industry Leaders
  • 3-5 Year Earnings Outlook

PORTFOLIO CONSTRUCTION

  • Concentrated Portfolio
  • Benchmark Aware
  • Strict Sell Discipline
  • Sector and Market Cap Neutral Portfolio
  • Market Cap $5 Billion+
  • 35 to 40 holdings

RISK CONTROL

  • Stock Selection Process
  • Diversification
  • Position Size
  • Deep Research Driven
  • Consistent Return Focused
  • Avoiding Weakening Businesses
  • Knowing Well What You Own