Podcast: Michelle Stevens Discusses Outlook for Small- and Mid-Cap Value Stocks on MoneyLife with Chuck Jaffe

During a recent interview on Money Life with Chuck Jaffe, value equity Portfolio Manager Michelle Stevens talked about her team's methodology for finding high-quality stocks and their market expectations for 2021. 

Listen to the interview. 

For more information about Baird Funds, please go to www.bairdassetmanagement.com/Baird-funds.

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. To obtain the fund’s performance to the most recent month end, SEC 30-day yield information, any sales charges, maximum sales charges, loads, fees, total annual operating expense ratio, gross of any fee waivers or expense reimbursements as stated in the fee table contact Baird directly at 866-442-2473 or www.bairdassetmanagement.com/baird-funds.

Investors should consider the investment objectives, risks, charges and expenses of each fund carefully before investing. This and other information is found in the prospectus and summary prospectus. For a prospectus or summary prospectus, contact Baird directly at 866-442-2473. Please read the prospectus or summary prospectus carefully before investing.

This does not provide enough information or advice that is sufficient on which to base an investment decision. This discussion does not take into account the specific investment objectives, financial situation, or need of any particular client and may not be suitable of all types of investors. Recipients should consider the contents of this discussion as a single factor in making investment decisions. Additional fundamental and other analyses would be required to make a decision about any individual security identified in this discussion.  The opinions expressed are those of Michelle Stevens as of January 22, 2021, and are subject to change without notice. All investments carry a level of risk, including loss of principal, and diversification does not ensure a profit or protect against loss. Past performance is no guarantee of future results.

Below please find links regarding fund fees, risks, charges and expenses or to obtain a fund prospectus, to see current portfolio holdings, and for other important information for each fund:

Robert W. Baird & Co. Incorporated makes a market in the securities of the following companies:

  • Ciena Corporation (CIEN-$55.03)
  • Tractor Supply Company (TSCO-$155.62)
  • William Sonoma, Inc. (WSM-$132.32)
  • Shyft Group, Inc. (SHYF-$31.89)
  • Knight-Swift Transportation Holdings, Inc. (KNX-$43.71)
  • Simply Good Foods Company (SMPL-$27.40)
  • Huntington Bancshares Inc. (HBAN-$13.84)
  • TCF Financial Corporation (TCF-$41.29)
  • Pan American Silver (PAAS-$30.22)
  • Marriott International, Inc. (MAR-$122.90)
  • Host Hotels & Resorts, Inc. (HST-$14.42)
  • Stock prices as of close of business on January 22, 2021.

Robert W. Baird & Co. Incorporated and/or its affiliates managed or co-managed a public offering of securities of this company in the past 12 months:  Huntington Bancshares Inc. (HBAN) 

Additional information is available upon request.