The AIM Class of 2017 Learned About Baird Equity Asset Management's Mid Cap Growth Philosophy and Strategy
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| 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.
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| Chuck Severson of Barid's Mid-Cap Growth Equity Team |
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| Corbin Weyer |
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.”
