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 are a high-quality, traditional growth manager with 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.