Baird Equity Asset Management offers separate account strategies from its U.S. growth and international and global growth (Chautauqua) investment teams. Strategies are designed to meet the specific investment and financial goals of a variety of clients, institutions and groups including, but not limited to, retirement plans, foundations, endowments, Taft-Hartley, corporations, health care and family offices.
The U.S. growth investment team focuses on high-quality, traditional growth companies with a focus on risk control and a long-term perspective. The team emphasizes fundamental, bottom-up research to discover small- and mid-cap companies that have better growth prospects and capital structures than peers. The primary investment goal is to provide consistent, superior-to-market returns at a risk posture less than the benchmark.
Contact Todd Haschker for more information at 414-298-7362.
Chuck Severson, CFA
Kenneth Hemauer, CFA
Inception Date: 6/30/1993
Inception Date: 9/30/2015
Chautauqua’s investment team builds portfolios of high-quality large-cap companies that employ better governance and disclosure, more conservative accounting, less financial leverage, and “best-in-class” management. In addition to generating high risk-adjusted returns, the approach createsupside market participation and downside protection.
Contact David Lubchenco for more information at 303-247-8462.
Inception Date: 1/1/2009
Inception Date: 1/1/2009