Large Cap Quality Core Investment Strategy

Objective: 

Achieve market-like returns in a rising stock market environment, while providing protection in a declining stock market.  The strategy seeks to accomplish its objective over a full market cycle by investing in high-quality, large market capitalization stocks that exhibit characteristics such as above-average dividend growth, relative valuation or consistent earnings growth.

Investment Philosophy:

At Baird we manage portfolios in a disciplined and conservative manner.  Our primary objective is to meet or exceed client investment goals.

Our approach focuses on obtaining the best risk/reward outcomes based on our current economic analysis.

Each client portfolio is separately managed on Baird's propriety Private Investment Management Program and is uniquely tailored to the specific objectives of the client.  Our investment discipline is intended to result in superior, long-term, risk-adjusted investment returns.


Large Cap Quality Core

BAIRD HIGHLIGHTS