Investment Philosophy and Process

Investment Philosophy and Process Baird Investment Management has applied the same disciplined investment philosophy and consistent commitment to value-added client service for more than three decades.

BIM’s philosophy is based on the belief that the value of a business over the long term is primarily determined by earnings growth and profitability. Therefore, companies that can consistently earn returns on equity and capital above their cost of capital make the most attractive long-term investments.

BIM seeks investments in companies possessing the following characteristics:

  • Consistent, profitable earnings growth
  • Leadership position in an attractive market
  • Sustainable, competitive advantage
  • Barriers to entry into their business
  • Well-articulated mission and value-added focus
  • Financial strength
  • Realistic valuation

Our approach in applying this philosophy is to focus on the long term, to invest in quality growth companies and to control investment risk.

By following this disciplined approach, BIM has repeatedly found opportunities both for growth and the preservation of client assets in a variety of market conditions. This has led to a long track record of delivering consistent, risk-adjusted returns for clients.

For more information about Baird Advisors’ investment philosophy or process, contact .

 
Baird Equity Funds
Baird Investment Management Team
MORE THAN
30
YEARS
of consistent, disciplined investing