Jim Golan, co-manager of the William Blair Large Cap Growth Fund, talks about how he identifies structurally advantaged companies, sectors and themes in this episode of Bloomberg Intelligence’s Inside Active podcast. Host David Cohne, BI’s mutual fund and active analyst, and co-host Gina Martin Adams, BI’s chief equity strategist, ask Golan his views on managing risk with a concentrated portfolio, how to work through periods when growth is out of favor and how the rise of passive investing has affected the market.

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