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The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of U.S. and foreign mid-capitalization companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts ("ADRs") that are traded on major U.S. exchanges. Although the fund principally invests in U.S. companies, the fund may invest up to 15% of its total assets in equity securities (consisting of common stocks, ordinary shares and ADRs) of foreign companies.
Name | Title | Since | Until |
---|---|---|---|
Kenneth M. Hemauer | Director | 2010 | Now |
Biography | Mr. Hemauer is Director of Research for Baird Investment Management and a Managing Director, Senior Vice President of Robert W. Baird & Co. Incorporated. He joined Baird Investment Management in 2001, after spending seven years as a Senior Analyst in the Equity Research Department of Baird where he focused on financial services companies. He received both a B.B.A. degree and an M.S. degree in Finance from the University of Wisconsin-Madison. He earned the Chartered Financial Analyst designation in 1995. | ||
Charles F. Severson | Portfolio Manager | 2000 | Now |
Biography | Chuck joined Baird in 1987 and has 37 years of investment experience. He has been a Senior Portfolio Manager on Baird’s Mid Cap Growth strategy since its inception in 1993. Chuck earned a Master of Science Degree in Finance in 1987 and BBA degree in 1982 from the University of Wisconsin – Madison where he was a member of the Applied Security Analysis Program. He earned the Chartered Financial Analyst designation in 1991 | ||
Carla N. Cooper | Managing Director, Portfolio Manager | 2008 | 2010 |
Biography | Cooper is a Managing Director and Portfolio Manager of the Advisor,Baird Investment Management. In 2005, Ms. Cooper joined Baird Investment Management as a Senior Research Analyst, after serving as a Research Analyst for the Advisor since 1995. | ||
J. Bary Morgan | managing director and Senior Portfolio Manager | 2000 | 2010 |
Biography | Morgan is a managing director and senior portfolio manager with Robert W. Baird & Co, his employer since 1992. He is also a chief investment officer of Baird Investment Management. Morgan earned the Chartered Financial Analyst designation in 1995. | ||
Greg P. Edwards | Vice President, Portfolio Manager | 2005 | 2008 |
Biography | Edwards is a vice president and portfolio manager of Robert W. Baird & Co., his employer since December 2003. Prior to joining Baird, he was an equity analyst at Blackrock Financial Management. He was also an equity analyst for three years at Pilgrim Baxter & Associates. Edwards earned the Chartered Financial Analyst designation in 2000. |
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