Value Equity

Small Cap Value
Small/Mid Cap Value


Baird Equity Asset Management’s Value investment philosophy is based on the belief that high-quality companies can increase in strength and value over time.

Our investment process consists of detailed bottom-up research to find companies with durable, sustainable prospects such as barriers to entry, pricing power and demonstrated products and services.

We seek companies with the fundamental characteristics of growth at below-premium prices. Our portfolios include companies with the potential to exceed "street" expectations yet trade at a discount to our in-house calculations. 

Our strategies are managed by a team with an average of 22 years of investment experience. In the video below, Senior Portfolio Manager Michelle Stevens talks more in depth about our philosophy and approach.

The Advantages of Baird's Small/Mid Cap Value Fund from Robert W. Baird on Vimeo.