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William Blair Small Cap Value Fund Class N (WBVDX)
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16/07 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 10,85M
William Blair Small Cap Value Fund Class N
14,630
-0,250
-1,68%
WBVDX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de William Blair Small Cap Value Fund Class N. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de WBVDX, entre outras informações.
Informações de Contato
Endereço
150 North Riverside Plaza
Chicago,IL 60606
United States
Chicago,IL 60606
United States
Telefone
+1 312 236-1600
Site
www.williamblair.com
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Gary J. Merwitz | Senior President | 2021 | 2021 |
| Biografia | Mr. Gary J. Merwitz, Principal, joined ICM in 2004 and has over 18 years of investment experience. Mr. Merwitz earned his B.S. degree in accounting at the University of Maryland in 1992 and an M.B.A. from the Fuqua School of Business in 1999 | ||
| William V. Heaphy | CIO (Chief Investment Officer) | 2021 | 2021 |
| Biografia | Mr. Heaphy joined ICM in 1994 as a security analyst in the equity research department, and joined the Small Cap Value team in 1999. Today, he serves the Firm as a member of the Management Committee and the Chief Investment Officer of the ICM Small-to-Mid Cap Value teams. Prior to joining ICM, Bill was an associate in the Baltimore law firm of Ober, Kaler, Grimes and Shriver, and before that, a staff auditor with Price Waterhouse. Bill earned his J.D. from the University of Maryland School of Law and his B.S. from Lehigh University. He holds the Chartered Financial Analyst designation. | ||
| Stephen Livingston | Portfolio Manager | 2021 | 2021 |
| Biografia | Stephen Livingston, CFA, a Partner of William Blair Investment Management, LLC, has co-managed the Small-Mid Cap Value Fund and the Small Cap Value Fund since 2021. Previously, he was an associate portfolio manager on William Blair’s Small and Small-Mid Cap Value strategies. Before joining the team as a research analyst in 2009, he spent two years as a research associate on the domestic growth equity research team, covering the financials and industrials sectors. Before that, he was a research associate in William Blair’s sell-side research group, covering the technology sector. Before joining William Blair in 2006, Stephen worked at both FTN Midwest and UBS. Stephen is a member of the CFA Institute and the CFA Society Chicago. He received a B.S.B.A. in finance from The Ohio State University and an M.B.A. from the University of Chicago’s Booth School of Business. | ||
| Mark T. Leslie | William Blair | 2005 | 2021 |
| Biografia | Mark Leslie, CFA, partner, is a portfolio manager for William Blair’s Small and Small-Mid Cap Value strategies. He joined the firm in his current role in 2005. Previously, he was lead portfolio manager of the First American Small Cap Value Fund and co-portfolio manager of the First American Mid Cap Value Fund at U.S. Bancorp Asset Management for eight years. Before becoming a portfolio manager, Mark was an equity analyst at U.S. Bancorp. Before that, he was a sell-side analyst with Dain Bosworth for five years. Mark is a member of the CFA Institute and the CFA Society Chicago. He received a B.S. in business and economics, cum laude, from the University of New Hampshire. | ||
| David S. Mitchell | Partner | 1996 | 2021 |
| Biografia | Dave Mitchell, CFA, partner, is a portfolio manager for William Blair’s Small and Small-Mid Cap Value strategies. He joined William Blair in his current role in 1996. Previously, he was a partner in the U.S. equity group at Brinson Partners and a member of its post-venture portfolio management team. Before that, he was co-manager of Thomas Paine Investors, a private fund that invested in small-cap stocks, and a senior equity analyst on NBD’s Woodward Opportunity Fund. Before that, he was an equity analyst and portfolio manager at Connecticut National Bank. Before pursing graduate studies, Dave was also an equity trader and money market portfolio manager. Dave has served for more than a decade as a director at Reading In Motion (formerly Whirlwind), which partners with teachers to improve urban children’s language and learning skills through the arts. He is also a general trustee of Knox College. Dave is a member of the CFA Institute and the CFA Society Chicago. He received a B.A. from Knox College and an M.B.A. from Northwestern University’s Kellogg Graduate School of Management. | ||
| Chad M. Kilmer | Partner | 2006 | 2021 |
| Biografia | Chad Kilmer, CFA, CPA, partner, is a portfolio manager for William Blair’s Small and Small-Mid Cap Value strategies. He joined William Blair in his current role in 2006. Previously, Chad spent two years at U.S. Bancorp Asset Management, where he was most recently lead portfolio manager of the First American Small Cap Value Fund. Before that, he was an analyst with the Small Cap Value product at Gabelli Woodland Partners, a subsidiary of Gabelli Asset Management, for three years. Chad is a member of the CFA Institute and the CFA Society Chicago. He received a B.S.B. in accounting from the University of Minnesota and an M.B.A. with an emphasis on finance from the Yale School of Management. | ||
| Capucine Cappy Price | Portfolio Manager | 1996 | 2005 |
| Biografia | Price is a portfolio manager with William Blair & Company, her employer since 1996. Previously, she was a partner with Brinson Partners. Prior to that, she was an equity analyst and first scholar with the First National Bank of Chicago. | ||
| Glenn Alan Kleczka | CEO | Portfolio Manager | 1996 | 2002 |
| Biografia | Glenn founded InView in 2003. He is Portfolio Manager for the Small Value Portfolio. Previously, he built highly successful Value practices and billion-dollar funds at two Chicago-based asset management firms. He was a Founding Partner in 1989 in Brinson Partners, Inc. (now UBS Global Asset Management, Americas Inc.) where he worked in the Private Markets (Venture Capital) and U.S. Equities Groups. He was co-manager of the Post-Venture Portfolio through 1996, an institutional Small Value portfolio that invested a portion of its assets in public stocks previously backed by venture capitalists ("Post-Venture stocks"). From 1997 through 2002 Glen founded and led the Value practice in the Investment Management Services group of William Blair & Company, LLC. He was Lead Manager of the Small Value portfolios and Value Discovery mutual fund. The mutual fund was a 5-Star Morningstar-rated fund and won Mutual Funds Best in Class Award for 2001. He was named a finalist for Morningstar Manager of the Year in 2002. | ||
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