U.S. Growth Strategies


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.

Baird Mid Cap Growth Strategy

Portfolio Managers:

Chuck Severson, CFA
Kenneth Hemauer, CFA

Inception Date: 6/30/1993

Portfolio Construction

  • A concentrated portfolio of generally 50–60 stocks
  • The average position is 1%–3%, not to exceed 5%
  • Sector weights 75%–125% relative to the benchmark, generally limited to 30% of portfolio

Baird Small/Mid Cap Growth Strategy

Portfolio Managers:

Jonathan Good, MBA

Inception Date: 9/30/2015

Portfolio Construction

  • Concentrated portfolio of generally 60-70 stocks
  • The average position is 1%-3%, not to exceed 5%
  • Sector weights 75%-125% relative to the benchmark

International & Global Growth Strategies


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.

Chautauqua International Growth

Portfolio Managers:

Chautauqua (International) Team

Inception Date: 1/1/2006

Portfolio Construction

  • Concentrated portfolio of generally 35-45 stocks
  • Positions are typically 1-6% at the time of purchase
  • Market caps typically in excess of $4 billion at the time of purchase
  • Sector weights limited to 50% of portfolio

Chautauqua Global Growth

Portfolio Managers:

Chautauqua (International) Team

Inception Date: 1/1/2007

Portfolio Construction

  • Concentrated portfolio of generally 35-45 stocks
  • Positions are typically 1-6% at the time of purchase
  • Market caps typically in excess of $4 billion at the time of purchase
  • Sector weights limited to 50% of portfolio