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William Blair Ultra-short Duration Bond Fund Class I (WBLIX)
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14/04 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 24.48M
William Blair Low Duration I
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WBLIX Overview
On this page you'll find an in-depth profile of William Blair Ultra-short Duration Bond Fund Class I. Learn about the key management, total assets, investment strategy and contact information of WBLIX among other information.
Investment Strategy
The investment seeks to maximize total return; total return includes both income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in bonds. For purposes of this policy, “bonds” include all types of fixed income instruments. The fund invests primarily in investment grade debt securities rated in the highest three categories by at least one nationally recognized statistical rating organization. The fund invests in U.S. dollar-denominated securities.
Contact Information
Address
150 North Riverside Plaza
Chicago,IL 60606
United States
Chicago,IL 60606
United States
Phone
+1 312 236-1600
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Vesta Marks | Managing Director | 2021 | 2022 |
| Biography | Vesta Marks, CFA, an Associate of William Blair Investment Management, LLC, most recently was a portfolio manager and Managing Director of Fixed Income and Risk Management at Tortoise Capital Advisors. Before joining Tortoise in 2019, he served as Executive Director and Portfolio Manager at Palmer Square Capital Management LLC from 2015 to 2018. Prior to Palmer Square, Vesta was a Portfolio Manager at Semper Capital Management from 2007 to 2014. Vesta joined Semper Capital Management in 2003. Mr. Vesta is a member of the CFA Institute. He is also a member of the Chartered Alternative Investment Analyst Association. Education: Bachelor of Science degree in mathematics from the Massachusetts Institute of Technology (MIT). Vesta has many years of experience in the financial services industry, primarily focused on the analysis and portfolio management of securitized debt instruments. Vesta has primary responsibility for asset-backed and commercial mortgage-backed analysis and trading as well as responsibility for analysis and trading of short duration securities, non-agenc and agency RMBS. He also served as a portfolio analyst at Earnest Partners, modeling and analyzing portfolios of small business loans, GNMA project loans and RMBS. In addition, he formerly worked as a sell-side analyst at Independent Banker's Bank of Florida, where he analyzed banks' securities portfolios, worked with ALM committees, and assessed the valuation and risks of loan portfolios. | ||
| Kathleen M. Lynch | Portfolio Manager | 2020 | 2022 |
| Biography | Kathy Lynch, CFA, is a portfolio manager for William Blair’s Low Duration Fixed Income strategy. Before that, Kathy was a tax-exempt trader and portfolio manager. She was the lead portfolio manager for the William Blair Ready Reserves Fund from December 2008 through November 2015, and also served as the credit analyst for the William Blair Ready Reserves Fund. Before joining William Blair in 1999, Kathy was a middle-market fixed-income associate at Citigroup, where she was responsible for facilitating trades in taxable and tax-exempt fixed-income securities. Kathy is a member of the CFA Institute and the CFA Society Chicago. She received a B.S. in business administration from the University of Dayton. | ||
| Ruta Ziverte | Head of Fixed Income | 2021 | 2022 |
| Biography | Ruta Ziverte, a Partner of William Blair Investment Management, LLC, has co‑managed the Bond Fund since 2021, has co‑managed the Income Fund since 2020, and managed the Low Duration Fund since 2021. Ms. Ziverte oversees the fixed income team at William Blair. She was responsible for developing and executing our fixed-income growth strategy (in conjunction with other members of the team), team leadership, and select portfolio management. Before joining William Blair in 2019, Ruta worked at Oppenheimer Funds, where she was the portfolio manager for the Global High Yield Fund and co-portfolio manager for the Global Strategic Income Fund. She also led a team of fixed-income credit analysts. Before joining Oppenheimer Funds in 2015, Ruta worked at GE Asset Management, where she most recently served as executive managing director and high-yield portfolio manager. Previously at GE, Ruta was a team leader and senior analyst, co-managing a leveraged finance research team, and was responsible for developing and implementing the firm's credit processes and procedures. Earlier in her career, Ruta was a credit analyst with Citigroup/Travelers Life and Annuity. She also worked at Phoenix Investment Partners. Ruta received a B.S. Finance from the University of Latvia and an M.B.A. from Rensselaer Polytechnic Institute. | ||
| Paul J. Sularz | Portfolio Manager | 2009 | 2021 |
| Biography | Paul Sularz is a portfolio manager for William Blair’s Core Fixed Income, Intermediate Fixed Income, Sustainable Fixed Income, and Low Duration Fixed Income strategies. Before joining the firm in 2006, Paul was a vice president at J.P. Morgan Securities from 2004 to 2006, where he was responsible for trading specified pool agency mortgage-backed pass-through securities for the firm’s primary broker-dealer located in New York City. Before that, he was a director in the asset-backed and mortgage-backed securities group at Banc One Capital Markets from 1995 to 2004, where he managed the firm’s mortgage-backed securities trading desk in Chicago. Paul began his career in 1990 as an assistant portfolio manager in the fixed-income institutional asset management division of Kemper Asset Management Company. He is a member of the CFA Institute and CFA Society of Chicago. Paul received a B.A. in economics from the University of Illinois Urbana-Champaign and an M.B.A. with concentrations in finance, econometrics, and statistics from the University of Chicago’s Booth School of Business. | ||
| Christopher T. Vincent | Partner | 2009 | 2020 |
| Biography | Christopher T. Vincent, a Partner of William Blair Investment Management, LLC. Mr. Vincent oversees the fixed-income team at William Blair. He joined William Blair in 2002. Previously, he was a managing director/senior portfolio manager with Zurich Scudder Investments for fourteen years. Prior to that, he was with Ralston Purina Company for five years in the Treasury department where he was responsible for fixed-income investments for the company’s benefit plans. He has the Chartered Financial Analyst designation and is a member of the CFA Society of Chicago and the CFA Institute. Education: B.S., University of Missouri; M.B.A., Saint Louis University. | ||
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