Bridging the Gap with Small-Mid Value | William Blair Investment Management 00:10:00
Michael O’Connor, CFA - Senior Portfolio Manager Michael O’Connor is a Senior Portfolio Manager at William Blair Investment Management, specializing in SMID-cap value strategies. With over 15 years of experience in equity research and portfolio management, Michael has a deep understanding of market trends and company valuations. He holds a CFA designation and an MBA from Harvard Business School. Lisa Tran - Portfolio Analyst Lisa Tran serves as a Portfolio Analyst focusing on small-mid value investments at William Blair Investment Management. Lisa brings a detailed analytical approach to identifying opportunities in the SMID-cap space. She holds a Bachelor's degree in Finance from the University of California, Berkeley, and has been with the firm for over 8 years. Jonathan Miller, PhD - Chief Market Strategist Dr. Jonathan Miller is the Chief Market Strategist at William Blair Investment Management. With a PhD in Economics from Stanford University and over 20 years of experience, Jonathan provides strategic insights and market analysis that guide the firm's investment decisions. His expertise includes macroeconomic trends and their impact on various equity sectors.