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 that have the potential to earn returns on equity and capital above their cost of capital. Our evaluation of company management teams and their ability to execute over time is also a key element of our process.

Our strategies are managed by a team with an average of 22 years of investment experience led by Michelle Stevens, Senior Portfolio Manager.