Sound, Long Standing Philosophy

Our growth team has established a strong track record leveraging specialized market knowledge, a consistent management approach and proven investment experience. Senior Portfolio Manager Chuck Severson was a founding member of the Mid Cap Growth Strategy and has served as its lead manager for more than 25 years. Much of the team has spent significant time together at Baird and many of us have covered our sectors for our entire careers.

We focus on high-quality, traditional growth companies and has a strong emphasis on risk control and a long-term perspective. Our primary investment goal is to provide consistent, superior-to-market returns at a risk posture less than that of the market.

A proprietary “PRIME” model enables the team to identify companies with better growth prospects and capital structures than peers. The hallmark of this disciplined approach is to maintain a long-term perspective while investing in established companies with proven management.

Celebrating 25 Years of Success

Learn how the Growth Team has evolved and how its investment philosophy and process have stood the test of time.

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