William Blair Investment Management Introduces Mid Cap Value Fund

CHICAGO--(BUSINESS WIRE)--William Blair today announced the launch of the William Blair Mid Cap Value Fund (WVMIX). The fund, to be managed by portfolio managers Matthew Fleming, CFA, and William V. Heaphy, CFA, seeks long-term capital appreciation by investing in a diversified portfolio of equity securities of mid-cap companies.

“Mid-cap equities are an unappreciated segment of the market despite generating one of the strongest track records of risk-adjusted performance. We believe that smaller companies are better positioned to adapt business models and react to shifting operating environments, and our actively-managed approach seeks to identify high-quality companies trading at discounts to their intrinsic value,” said William V. Heaphy, CFA, portfolio manager and head of the U.S. Value Equity Team.

The new fund is managed by Mr. Fleming and Mr. Heaphy, supported by a team of research analysts, associates, and traders, with an average of 23 years industry experience and more than 13 years working together. The team’s disciplined, rigorous analysis searches for companies with strong management teams that consistently exhibit high returns on capital, high barriers to entry, strong cash flow generation, and high recurring margins.

“William Blair has a long and distinguished history of investing in high-quality growth equities on a global basis; this is an opportunity for clients to capitalize on the complementary skills of our recently acquired value team and diversify their portfolios with mid-cap value stocks,” said Robert Duwa, CFA, head of North American distribution.

The Mid Cap Value Fund expands the suite of William Blair strategies available to U.S. investors. As of December 31, 2022, William Blair Investment Management manages approximately $79.6 billion.

About William Blair

William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients' evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

William Blair Investment Management is a premier global investment management boutique, with a sole focus on active management across equity, fixed income, currency and multi-asset strategies. We are a U.N.-Supported Principles for Responsible Investment (PRI) Signatory, Investor Stewardship Group Member (Framework for U.S. Stewardship and Governance), and Signatory to the Japan and Korea Stewardship Codes. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. As of December 31, 2021, William Blair Investment Management manages more than $79.6 billion in assets. For more information on William Blair Funds, please visit www.williamblairfunds.com.

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets

Disclosure:

This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

The Fund’s returns will vary, and you could lose money by investing in the Fund. Equity securities may decline in value due to both real and perceived general market, economic, and industry conditions. Investments in mid-cap companies involve greater risk than those in larger, more established companies, including higher volatility and lower liquidity. Individual securities may not perform as expected or a strategy used by the Adviser may fail to produce its intended result. Diversification does not ensure against loss. Past performance does not guarantee future results.

Please carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. This and other information is contained in the Fund’s prospectus and summary prospectus, which you may obtain by calling 1-800-742-7272. Read the prospectus and summary prospectus carefully before investing. Investing includes the risk of loss.

The William Blair Funds are distributed by William Blair & Company, L.L.C., member FINRA/SIPC.