Institutional Investors

Whitepapers and News


2009 US Growth Equity Market Review: A Year of Mean Reversion
Small and Mid Cap Allocations to Drive Near- and Long-Term Excess Returns
"2009 US Growth Equity Market Review: A Year of Mean Reversion" (PDF), January 2010
What really happened in 2009? The year may best be described as a year of mean reversion for U.S. Equities; a year in which the worst stocks of 2008 did best in 2009, and vice versa. But what were underlying fundamental factors driving this Price Momentum reversal? Was there a low-quality bias in the market in 2009?
"Small and Mid Cap Allocations to Drive Near- and Long-Term Excess Returns" (PDF), December 2009
This two page paper authored by Patrick Quinn reviews U.S. equity opportunities across capitalizations with implications for tactical positioning and long-term allocations.
"Value Proposition – A disciplined approach to uncovering small-cap bargains" (PDF)
PlanSponsor, June 2008
The William Blair & Company Small Cap Value Portfolio Managers, David Mitchell, Mark Leslie and Chad Kilmer discuss their approach to small-cap value opportunities.
 
"Small Cap Performance Cycles" *
The Institutional Investor Guide to Institutional Asset Management, June 2008
Patrick Quinn examines small cap performance cycles and opportunities.
"A fearless leader with long-term designs" *
Financial Times, May 2008
Michelle Seitz discusses William Blair & Company's culture of success
"Aligning Management and Shareholder Interests" (PDF), January 2007
Harvey Bundy examines the key aspects of executive management and compensation that account for strong long-term investment performance.

* Hard copies of these publications may be available. Please contact Katie Spirrison at 312.364.8643.

 

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