Shows
Inside Active by Bloomberg IntelligenceWilliam Blair’s Golan on Quality Growth CompaniesJim Golan, co-manager of the William Blair Large Cap Growth Fund, talks about how he identifies structurally advantaged companies, sectors and themes in this episode of Bloomberg Intelligence’s Inside Active podcast. Host David Cohne, BI’s mutual fund and active analyst, and co-host Gina Martin Adams, BI’s chief equity strategist, ask Golan his views on managing risk with a concentrated portfolio, how to work through periods when growth is out of favor and how the rise of passive investing has affected the market.See omnystudio.com/listener for privacy information.2024-09-0332 min
Investing With IBDEp. 119: Jim Golan: Building A High-Conviction Portfolio For The Long HaulJim Golan, co-portfolio manager of the William Blair Investing Management Large-Cap Growth Fund, joined the podcast this week to discuss how he builds a high-conviction portfolio with a long-term view for holdings. With a low turnover in the fund, Golan discusses his stringent criteria for adds. Plus, we take a look at some companies that reinvented themselves and could still be in the early innings of big moves: Intuit (INTU), Microsoft (MSFT), and Accenture (ACN). For show notes and charts, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices2021-07-0147 min