Overview


Benchmark: Russell Midcap® Growth Index
Inception Date: 6/30/93

We are a traditional growth manager, providing a portfolio that has true exposure to mid-cap companies.  Our primary investment goal is to provide consistent, superior-to-market returns at a risk posture less than that of the Russell Midcap Growth benchmark.  We believe our sound, long standing philosophy executed over different market cycles by the founding portfolio manager is a powerful combination.  All team resources and effort are dedicated to our high quality growth investment style and we stay true to our investment principals regardless of the environment.

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
Contact US
Celebrating 25 Years of Success

Learn how the Growth Team has evolved and how its investment philosophy and process have stood the test of time.

Resources & Literature
Fact SheetCommentary
Top

Performance

ALL DATA AS OF 9/30/2021
QTR YTD 1 Year 3 Years 5 Years 10 Years Since Inception
Baird Mid Cap Growth (Gross) 4.69 14.80 36.60 21.99 22.35 18.33 13.40
Baird Mid Cap Growth (Net) 4.52 14.21 35.67 21.14 21.49 17.50 12.76
Russell MidCap Growth Index -0.76 9.60 30.45 19.14 19.27 17.54 11.15
2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Baird Mid Cap Growth (Gross) 36.01 37.43 -0.79 28.00 6.37 -2.79 5.80 34.13 17.64 5.60
Baird Mid Cap Growth (Net) 35.06 36.46 -1.50 27.10 5.63 -3.49 5.06 33.09 16.79 5.06
Russell MidCap Growth Index 35.59 35.47 -4.75 25.27 7.33 -0.20 11.90 35.75 15.82 -1.66
  • Disclosure

    Annualized Returns
    Returns less than one year are not annualized.

    Past performance does not guarantee future results.