Cls's The Weighing Machine

Today, Rusty and Robyn are joined by  David Ricci, a Portfolio Manager at William Blair. David Ricci, CFA, partner, is a portfolio manager on William Blair’s Large Cap Growth strategy, which he joined in 2011. From 2005 to 2018, he was also a portfolio manager on the Mid Cap Growth strategy. Previously, he was the group head for the consumer sector, focusing on specialty retail and e-commerce companies, in William Blair’s sell-side research group. Before joining William Blair in 1994, David gained extensive experience at Procter & Gamble, Melville, and Bain & Company. He is a member of the CFA Institute and the CFA Society Chicago. David received a Sc.B., magna cum laude, from Brown University and an M.B.A. from Harvard Business School.Key Takeaways[03:31] - David’s professional background, his current role and his volunteer work.[06:55] - When it comes to managing a growth portfolio, what is David’s philosophy?[11:51] - Does David think that active managers who are using fundamental analysis can stil