“We believe companies that are more profitable, better financed and faster growing than their peers will outperform over the long term.”
– Chuck Severson, CFA , Senior Portfolio Manager
Sound, Long Standing Philosophy
We have a focused, stable, and experienced investment team with all resources and effort dedicated to our high quality growth investment style. Our team is composed of industry veterans that have deep institutional knowledge of small and mid cap companies and most have spent the majority of their careers in the sectors they cover. In addition, much of the team has significant history working together at Baird. This fosters a team structure and culture that promotes collaboration, robust dialogue, and efficient decision-making.
We focus on high-quality, traditional growth companies and has a strong emphasis on risk control and a long-term perspective. Our primary investment goal is to provide consistent, superior-to-market returns at a risk posture less than that of the benchmark.
A proprietary “PRIME” model enables the team to identify companies with better growth prospects and capital structures than peers. The hallmark of this disciplined approach is to maintain a long-term perspective while investing in established companies with proven management.
Senior portfolio managers, Chuck Severson and Ken Hemauer, talk about the 25-plus year history of the strategy and how its investment philosophy and process have stood the test of time.
Jonathan Good, MBA
Chuck Severson, CFA
Kenneth Hemauer, CFA
The Baird Mid Cap Growth portfolios rose 4.7% in the third quarter, gross of fees, despite a slowing economic recovery and trouble in the global supply chain. The Russell MidCap® Growth Index, declined.
The Baird Small/Mid Cap Growth strategy gained 1.4% in the third quarter, gross of fees, defeating headwinds, like problems in the global supply chain, that drove the Russell 2500 Growth Index to a loss of 3.5%.