William Blair Investment Management portfolio manager Jim Golan and the firm’s Large Cap Growth strategy that he comanages with David Ricci were profiled by Business Insider, where Golan discussed his investment thesis and the stocks he’s “especially bullish about” at the moment.

“That gives us the belief that, in the large-cap space, we should continue to see pretty decent performance as we move forward over the next several years,” Golan told the publication.