William Blair Financial commitment Management to Receive Investment Counselors of Maryland | Enterprise & Finance

The addition of ICM even more underscores William Blair’s mission to deliver higher-quality expense administration abilities and specialized price-additional procedures to its worldwide customers.

Launched in 1972, ICM has a deep heritage in value investing. The agency and its eight-man or woman seasoned expenditure staff is led by Invoice Heaphy, CFA. Averaging 20 a long time of field encounter, the expenditure workforce has worked alongside one another for about a 10 years, delivering sturdy results for consumers across different marketplace environments.

“We are thrilled to welcome Monthly bill and the ICM financial commitment crew to William Blair as our U.S. benefit franchise,” reported Stephanie Braming, CFA, spouse, world head of William Blair Financial commitment Management. “ICM’s collaborative, arduous financial commitment process and consumer-concentrated culture aligns nicely with William Blair’s society and mission. In addition, the team has founded deep interactions with some of the most innovative buyers about time and has a properly-documented observe record of achievements. This group will broaden and deepen William Blair’s price abilities and will include another powerful pillar to our nicely-known U.S., intercontinental, and emerging markets smaller-cap franchise.”

“William Blair is a fantastic strategic in shape for ICM and our shoppers,” said Monthly bill Heaphy, CFA, portfolio supervisor, and taking care of principal at ICM. “Its financial commitment-led, client-focused non-public partnership aligns strongly with ICM’s society. In addition, its broad distribution resources and infrastructure backbone will assistance our present-day expense course of action and client engagement, whilst facilitating long run progress. By leveraging the whole toughness of William Blair, we will be perfectly positioned to keep on providing price to our clientele prospectively.”

William Blair and ICM will perform jointly on a smooth transition for clients, leveraging the combined expertise of the two corporations. As aspect of this changeover, it is envisioned that members of the present-day William Blair Compact Cap Benefit team will remain with the business for a period to help with the changeover to ICM.

Subject matter to customary closing conditions, the transaction is anticipated to shut in the next quarter of this calendar year terms will not be disclosed.

William Blair is the premier global boutique with experience in financial investment banking, investment decision administration, and private prosperity administration. We provide advisory solutions, strategies, and remedies to satisfy our clients’ evolving needs. As an impartial and worker-owned company, jointly with our strategic companions, we function in far more than 20 workplaces around the world.*

William Blair Financial investment Administration is a leading worldwide expenditure management boutique, with a sole concentrate on energetic management throughout fairness, mounted revenue, currency and multi-asset approaches. We are a U.N.-Supported Principles for Accountable Investment decision (PRI) Signatory, Tier-1 U.K. Stewardship Signatory, Trader Stewardship Team Member (Framework for U.S. Stewardship and Governance), and Signatory to the Japan and Korea Stewardship Codes. We get the job done intently with private and public pension resources, insurance firms, endowments, foundations, and sovereign prosperity money, as properly as fiscal advisors. As of 31 December 2020, William Blair Financial commitment Management manages approximately $70 billion in assets.

*Consists of strategic partnerships with Allier Capital, BDA Companions, and Poalim Funds Markets

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PUB: 02/10/2021 04:30 PM/DISC: 02/10/2021 04:31 PM