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James Golan

James Golan

i

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James Golan is a portfolio manager on the Large Cap Growth team at William Blair. In addition to his role as a portfolio manager, he is also a research analyst covering U.S. large-cap technology and resources. From 2000 until taking on his current role in 2005, James served as a research analyst focusing on financial, technology, industrial, and resource companies. He joined William Blair in 2000. Previously, James worked at Citigroup Global Asset Management, where he was a global research team leader for the telecommunications sector and a key member of the team that devised valuation metrics for standardizing the analysis of domestic and international companies.James began his career at Kemper Financial as a research analyst covering telecommunications, technology, energy, industrial, food, and beverage companies. He is a member of the CFA Institute and the CFA Society of Chicago. Education: B.A., economics, DePauw University; M.B.A., finance, Northwestern University’s Kellogg Graduate School of Management.
 —  Invests in own strategies
 —  Runs institutional money
Equities Investment Style:
  • Growth
Education:
  • B.A., DePauw University; M.B.A, Northwestern University Kellogg Graduate School of Management
  • Finance
  • At William Blair since 2000; In industry since 1988

Citywire Rating: + rated

not rated

2014

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2015

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2016

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2017

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2018

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sector performance

Equity - Large-Cap Growth Funds

funds managed

fund total return standard deviation max drawdown
William Blair Large Cap Growth Fund;I 31.0 % 9.2 -2.1 %

League Table - Rank 6/200 (1st quartile)

rank Manager Return
4 Rebecca Irwin 4. Rebecca Irwin 33.1%
4 Natasha Kuhlkin 4. Natasha Kuhlkin 33.1%
6 David Ricci 6. David Ricci 31.0%
6 James Golan 6. James Golan 31.0%
8 Kathleen McCarragher 8. Kathleen McCarragher 30.4%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2018)

year Annual Q1 Q2 Q3 Q4
2018 5.6% 6.4%
2017 31.3% 7.6% 4.7% 5.7% 10.3%
2016 2.2% -1.4% 1.2% 4.2% -1.6%
2015 7.3% 5.7% 0.2% -4.4% 6.0%
2014 14.7% 1.2% 5.9% 0.8% 6.1%
2013 8.5% 12.2%

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