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William Blair Large Cap Growth Fund Class I (LCGFX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 2.07B
William Blair Large Cap Growth I
31.48
+0.04
+0.13%
- Overview
- Profile
- Historical Data
- Holdings
LCGFX Overview
On this page you'll find an in-depth profile of William Blair Large Cap Growth Fund Class I. Learn about the key management, total assets, investment strategy and contact information of LCGFX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in stocks of large capitalized ("large cap") companies. It invests primarily in a portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of large cap U.S. growth companies that are expected to exhibit quality growth characteristics. The fund is non-diversified.
Contact Information
Address
150 North Riverside Plaza
Chicago,IL 60606
United States
Chicago,IL 60606
United States
Phone
+1 312 236-1600
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David P. Ricci | Partner | 2011 | Now |
| Biography | David Ricci, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy, which he joined in 2011. From 2005 to 2018, he was also a portfolio manager on the Mid Cap Growth strategy. Previously, he was the group head for the consumer sector, focusing on specialty retail and e-commerce companies, in William Blair’s sell-side research group. Before joining William Blair in 1994, David gained extensive experience at Procter & Gamble, Melville, and Bain & Company. He is a member of the CFA Institute and the CFA Society Chicago. David received a Sc.B., magna cum laude, from Brown University and an M.B.A. from Harvard Business School. | ||
| James S. Golan | Partner | 2005 | Now |
| Biography | Jim Golan, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy and a research analyst covering U.S. large-cap technology stocks. From 2000 until 2005, when he assumed his current role, Jim was a research analyst focusing on financial, technology, industrial, and resource stocks. Before joining William Blair in 2000, he worked at Citigroup Global Asset Management, where he was a global research team leader for the telecommunications sector and a key member of the team that devised valuation metrics for standardizing the analysis of U.S. and international companies. Jim began his career at Kemper Financial as a research analyst covering telecommunications, technology, energy, industrial, food, and beverage companies. He is a member of the CFA Institute and the CFA Society Chicago. Jim received a B.A. in economics from DePauw University and an M.B.A. in finance from Northwestern University’s Kellogg Graduate School of Management. | ||
| Tracy McCormick | Principal | 2008 | 2011 |
| Biography | McCormick is a principal with William Blair & Company, L.L.C. She began her career in the securities industry in 1979 and joined William Blair in 2003. Before joining the firm, McCormick managed individual portfolios and a mid-cap institutional growth product at Northern Trust and served as a managing director at Scudder Kemper Investments. | ||
| John F. Jostrand | Partner | 1999 | 2010 |
| Biography | John F. Jostrand, a Partner of William Blair Investment Management, LLC, joined William Blair in 1993 as a portfolio manager. Previously, he was with TRW, Inc. for ten years as Director, Investments, equity portfolio manager and venture capital funds manager. Prior to that, he was with Boatmen’s National Bank for five years as an Assistant Trust Officer, equity fund manager and research analyst. He is a past president of the Pilgrim Village Board of Trustees. He is a Trustee of the Chancellors Society at the University of Missouri, and a Director of the Easter Seals of DuPage and the Fox Valley Region and a Director of Easter Seals National. He has the Chartered Financial Analyst designation and is a member of the CFA Institute, the CFA Society of Chicago and was a Director of the Board of the CFA Society of Chicago. Education: B.A., University of Missouri; M.B.A., University of Michigan. | ||
| Norbert W. Truderung | Principal, Portfolio Manager | 2002 | 2007 |
| Biography | Norbert Truderung is a principal with William Blair & Company, L.L.C., He joined William Blair in 1986 and has co-managed the fund since 2002. Before joining William Blair, he spent eight years at The Northern Trust Company as an analyst and portfolio manager after starting his career as an investment analyst at National City Bank in Cleveland. He is a member of the Investment Analysts Society of Chicago. He is a member of the Investment Analysts Society of Chicago. | ||
| James (Rocky) L. Barber | Senior Vice President, Director | 2001 | 2004 |
| Biography | James “Rocky” Barber, CFA, joined RNC Genter Capital Management LLC at the end of 2004 as Senior Vice President, Director of Equities, and a member of the Executive Management, Equity Strategy, and Investment Policy Committees of the Advisor. He began his career in 1975 as an analyst for the Stanford University Endowment, operating one of the first institutional options programs in the country. In 1977 he joined Alliance Capital Management, where he spent eight years as a Vice President and Portfolio Manager in both the equity and fixed income departments. In 1986 he joined William Blair & Co. for an 18-year tenure, during which he served as Principal and Portfolio Manager until the end of 2004, when he joined RNC Genter. In 1993, he founded the William Blair & Co. Large-Cap Equity Product. Mr. Barber earned an M.B.A., an M.S., and a B.S. from Stanford University. | ||
| Gretchen Lash | CEO, President, CIO, Portfolio Manager | 1999 | 2001 |
| Biography | Lash is Chief Executive Officer, President, Chief Investment Officer, and Portfolio Manager for Engemann. Lash joined Engemann in October 2001 as the Chief Investment Officer and Portfolio Manager. Prior to her work with Engemann, Lash was a Principal and Portfolio Manager for William Blair & Co. Prior to her work with William Blair, Lash worked as a marketing and acquisitions consultant for Tenneco Venture Capital. Lash is a Chartered Financial Analyst designation holder. | ||
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