Investor Summary

Jonathan Good serves as Managing Director and Senior Portfolio Manager, bringing 27 years of investment experience to the fund. Good joined Baird in 2006 after working at Gartmore Global Investments as an equity analyst for their Global Health Sciences Fund and at William Blair & Company covering Biotech, Lifesciences, Diagnostics, and Orthopedics sectors. He holds a degree in Applied and Biomedical Sciences from the University of Pennsylvania and an MBA from Northwestern University's Kellogg School of Management.

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Fund Strategy

The fund employs a high-conviction portfolio approach with 45-55 stocks, emphasizing fundamental, bottom-up research to discover unique secular growth stories. Investment decisions are guided by 'PRIME' factors: Durable Profitability, Sustainable Revenue Growth, Favorable Industry Dynamics, Management Quality, and market Expectations. The strategy targets small- and mid-capitalization companies with market capitalizations between $500 million and $15 billion, seeking to provide superior-to-market returns over a 3-5 year time horizon versus the Russell 2500 Growth Index.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
9.9% 1.2% -8.5%