The AIM Class of 2017 Learned About Baird Equity Asset Management's Mid Cap Growth Philosophy and Strategy
|Corbin Weyer, Bill Walker, Chuck Severson, and Dr. David Krause|
On Wednesday, September 28th, Chuck Severson (CFA), Senior Portfolio Manager and Corbin Weyer (CFA, CPA), Research Analyst, of Baird Equity Asset Management's Mid Cap Growth team visited the AIM program.
Mr. Chuck Severson has over 29 years of investment experience. He is currently a Senior Portfolio Manager and Managing Director on Baird Equity Asset Management's Mid Cap Growth product and covers industrials and software. He earned a Master of Science degree in finance in 1987 and BBA degree in 1982 from the University of Wisconsin-Madison, where he was a member of the Applied Security Analysis Program. He earned the Chartered Financial Analyst designation in 1991.
|Chuck Severson of Barid's Mid-Cap Growth Equity Team|
Corbin Weyer joined Baird in 2010 and has 6 years of investment experience. He joined Baird Equity Asset Management in August as a Research Analyst with consumer emphasis. Prior to joining Baird Equity Asset Management, he spent four years with Baird in the equity research department covering the consumer sector. Mr. Weyer received a BSBA in Accounting and Finance from Marquette University – and was a member of the Applied Investment Management program.
Dr. Krause stated, “We enjoyed hosting Chuck and Cobin in the AIM classroom. They talked about their philosophy, strategy and process – which has been successful throughout the years. The students did a nice job asking questions and came away with an appreciation of the importance of a disciplined approach to equity investment management.”
Baird Equity Asset Management's Mid Cap Growth team invests in companies that possess 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
Krause said, “As Chuck and Corbin indicated, their philosophy is applied with a focus on the long term and emphasis on risk control. They find high quality mid-cap growth stocks and the team is consistent in their approach. Mr. Severson has assembled a strong, dedicated team that has specialized knowledge in the mid-cap space. Their style is pure and consistent - and they have created a repeatable process. Similar to Henderson Geneva, who visited the AIM program a couple of weeks ago, this is a true traditional mid-cap growth strategy with a strong emphasis on quality with a long-term perspective.”