Nicholas Mason Zimmerman

Holland Capital Management (HCM) employs a high quality, conservative growth equity strategy fully invested in about 50 stocks. The investment process incorporates specific investment criteria with a focus on companies with double-digit earnings growth, reasonable valuations, superior management teams, strong financial condition, niche products or services, that possess superior competitive positioning and significant insider ownership. HCM's security selection process is bottom-up based on their analysts’ fundamental internal and external research. The firm offers two investment strategies, US Equity Large-Cap Growth and US Equity Mid-Cap. They generally manage all their equity accounts in the same manner, but do have clients that impose restrictions which exclude from their portfolios the stocks of companies whose revenues are derived from the sales of alcohol, tobacco, firearms, etc. HCM's equity investment process employs rigorous, fundamental bottom-up research combined with top-down theme identification, and a team approach to manage and mitigate stock- and sector-specific risk.

Functions as a College/University

Functions as a College/University

William Blair is an active investment manager which employs disciplined, analytical research processes across a wide range of strategies, including US equity, non-US equity, and emerging markets debt. The firm employs both fundamental and technical research methods when evaluating investment opportunities.