Mary Ellen Stanek Wins 2022 U.S. Morningstar Outstanding Portfolio Manager Award
Mary Ellen Stanek, CFA, President of Baird Funds and Co-Chief Investment Officer of Baird Advisors received the 2022 U.S. Morningstar Outstanding Portfolio Manager Award as part of the Morningstar Awards for Investing Excellence.
Mary Ellen and her outstanding team have a proven approach that has helped their clients navigate all types of markets. The team’s dedication to clients and consistent performance has been key to their success and Baird’s for more than 20 years.
Steve Booth, Baird’s Chairman and Chief Executive Officer
The Morningstar Awards for Investing Excellence recognize portfolio managers and asset-management firms that demonstrate excellent investment skill, the courage to differ from the consensus to benefit investors, and an alignment of interests with the strategies’ investors. Mary Ellen is being recognized as the Co-Chief Investment Officer of the team that manages Baird’s Taxable Bond Funds. In its nomination of Stanek Morningstar wrote:
“Stanek has an investors-first mentality. Long before it was the industry norm, Stanek and her team launched strategies with some of the lowest fees available among actively managed peers; the managers don't have to take on more risk to clear their price hurdles and beat their respective benchmarks. Stanek and her team also produce comprehensive educational content on fixed-income markets for investors and own large stakes in the funds they run.”
I’m humbled to be recognized for a career focused on stewarding our clients’ assets and controlling risk. I remain grateful for our team and how they continually support our investors with our all-weather approach. We’re proud to do this work and serve our investors year after year.
Mary Ellen Stanek, CFA, President of Baird Funds and Co-Chief Investment Officer of Baird Advisors
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Performance data represents past performance and does not guarantee future results. The investment return and principal value of the investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance data may be lower or higher than the data quoted. For performance data to the most recent month end, contact Baird directly at 866-442-2473 or www.bairdassetmanagement.com/baird-funds
Some of the potential risks associated with fixed income investments include call risk, reinvestment risk, interest rate risk, credit risk, default risk, liquidity risk and inflation risk. Additionally, it is important that an investor is familiar with the inverse relationship between a bond’s price and its yield. Bond prices will fall as interest rates rise and vice versa.
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Morningstar Awards 2022©. Morningstar, Inc. All Rights Reserved. Outstanding Portfolio Manager awarded to Mary Ellen Stanek for the 2022 U.S. Morningstar Awards for Investing Excellence.
