Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird

Baird Equity Asset Management

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Our equity investment management business is made up of autonomous investment teams, each with deep expertise in a distinct area of the market. Our teams employ a unique investment approach and are supported by a best-in-class operational environment, in which our investment teams – free from other responsibilities-can uniquely focus on the pursuit of investment excellence and successful client outcomes.

At Baird, we have an entrepreneurial spirit, with a focus on long-term growth for our teams, and, most importantly, for our clients. We have the resources and independence to focus on what matters most: Making the best possible investment decisions and earning the trust of our clients through value-added performance, outstanding service and long-term success.

This engaging professional environment offers exceptional potential for growth and success. But it’s not only defined by the numbers we achieve. It’s also about demonstrating the attitudes, actions, and behaviors that deliver the desired results for our clients. We take our work personally with a long-term view to deliver what we promise, day-in and day-out.

“My proudest moment at Baird would be to see our assets grow, the number of people on our team grow, and really feel like we’re having an impact on Baird’s end client, the actual individuals and families that Baird is serving. It’s a blue collar approach to Wall Street. This place is different. People do not leave. They want to stay. The tenure and the opportunity to grow a career is very unique. I’m most looking forward to the next 30 years of my career at Baird.”

Max,
Portfolio Manager

We offer three distinct career tracks, each of which provides rewarding professional possibilities.

Investment Teams: Our independent investment teams are given the autonomy to develop and deploy their own unique investment philosophies and processes. Our portfolio managers and research analysts specialize in the following areas:

  • Growth: Concentrated portfolios invested in high-quality, growth oriented stocks. Products include Small/Mid and Mid Cap mutual funds and separate accounts.
  • Value: Concentrated portfolios invested in high-quality stocks with attractive relative valuations. Products include Small and Small/Mid Cap mutual funds and separate accounts.
  • Chautauqua: Concentrated, conviction weighted portfolios invested in high-quality, growth oriented non-U.S. and worldwide large cap stocks. Products include International Growth and Global Growth mutual funds and separate accounts, managed by Chautauqua Capital Management.
  • Specialized Asset Management: Customized, comprehensive separate account solutions for high-net-worth investors, offered through Baird’s Financial Advisor network.

Sales and Client Services Team: Our client service team members have a deep knowledge of our products and are experienced investment-industry professionals who excel at marketing, sales and communication. They partner with our investment teams to service existing relationships and identify and cultivate potential new client relationships including investment consultants, platforms, RIA and sub-advisory.

Operations Team: Our Operations team provides outstanding service to our internal and external clients by focusing on the day-to-day management of our business. Our success depends on the account servicing, marketing, reporting, technology, compliance and communication expertise of our operations specialists.

What kind of person succeeds within Baird Equity Asset Management?

Those who achieve the greatest success with Baird Equity Asset Management tend to be:

  • Extreme focus on delivering the best possible client service
  • Entrepreneurial individuals who want to grow a business within a business
  • Go-getters who like to roll up their sleeves and help the team succeed
  • People who seek out a collaborative setting with access to leaders and portfolio managers
  • Individuals looking for a place to make a long-term investment in their careers
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