Baird Q3 2024 Small/Mid Cap Growth Fund Performance Insights

Tuesday, 12 November 2024, 18:28

Baird's Small/Mid Cap Growth portfolio demonstrated impressive performance, increasing +6.9% in 3Q 2024, slightly below the +7.0% of the Russell 2500 Growth Index. This post dives into the factors influencing these results and outlines key expectations for the upcoming quarters.
Seekingalpha
Baird Q3 2024 Small/Mid Cap Growth Fund Performance Insights

Performance Overview

The Baird Small/Mid Cap Growth Equity Fund experienced a noteworthy increase of 6.9% in the third quarter of 2024, net of fees. This performance was slightly lower than the benchmark, the Russell 2500 Growth Index, which rose by 7.0%.

Key Factors Behind Performance

  • Market Trends: Several sectors showed resilience, contributing positively.
  • Stock Selection: Strategic choices played a pivotal role in overall results.
  • Outlook: Expectations remain optimistic for continued growth in the upcoming quarters.

Market Expectations

Looking ahead, analysts anticipate continued volatility within the market. The Baird Team is focusing on key strategies to leverage potential opportunities in small/mid cap growth investments.


This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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