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William Blair Investment Management
William Blair Investment Management has officially launched the William Blair US Large Cap Growth SICAV Fund in Taiwan, marking a significant step in expanding its US equity offering in the market.

It is the firm’s third SICAV registered in Taiwan, following the earlier approvals of the US Small-Mid Cap Growth SICAV Fund and the Emerging Markets Debt Hard Currency SICAV Fund. The latest launch underscores WBIM’s long-term commitment to Taiwan and its focus on delivering high-conviction, actively managed strategies supported by rigorous fundamental research, the firm said in a statement.

The William Blair US Large Cap Growth SICAV Fund seeks long-term capital appreciation by investing in high quality, US large cap growth companies whose long-term growth potential is under appreciated by the market. The strategy focuses on structurally advantaged industry leaders, leveraging a time-tested fundamental research process. The conviction-based portfolio comprises 30 to 40 selected holdings, underpinned by a disciplined approach to portfolio construction and risk management.

“We are excited about the opportunity for this fund in Taiwan and believe the current market backdrop is supportive for US large-cap equities,” said Lih-Yann Tan, CFA, CEO of William Blair International (Singapore) Pte Limited and head of Asian Distribution for WBIM. “US large caps continue to benefit from companies generating strong free cash flow, delivering durable earnings growth, and leading innovation in areas such as AI infrastructure. We believe these characteristics make the asset class an attractive long-term allocation for investors seeking high-quality exposure to the US market.”

The fund is managed by Jim Golan, CFA, and David Ricci, CFA, both partners and senior members of William Blair’s US Large Cap Growth team, which oversees more than $20 billion globally.

The investment strategy follows a structured investment process that narrows a broad universe of over 800 large cap companies to 50 to 75 vetted opportunities, from which they build a conviction-based portfolio of 30 to 40 high quality growth companies.

The team manages the portfolio to be approximately sector- and market-cap neutral over a full market cycle and does not position the portfolio around short-term trends or themes. By neutralising secondary risk factors, the team ensures that performance is an output of its deep fundamental research whereby stock selection is driving returns.