Baird Q2 2024 Small/Mid Cap Growth Equity Fund Analysis

Tuesday, 20 August 2024, 17:00

Baird's Small/Mid Cap Growth Equity Fund faced a decline of -5.7% in Q2 2024, slightly underperforming the -4.2% drop of the Russell 2500 Growth Index. This commentary explores the factors influencing these numbers, providing insight into the performance metrics. Key trends and market movements are discussed, offering a comprehensive overview for investors.
Seeking Alpha
Baird Q2 2024 Small/Mid Cap Growth Equity Fund Analysis

Performance Overview

The Baird Small/Mid Cap Growth portfolio experienced a decrease of -5.7% in the second quarter of 2024, net of fees. This contrasts with the -4.2% reduction seen in the primary benchmark, the Russell 2500 Growth Index.

Market Influences

  • The market volatility during Q2 influenced a range of factors affecting small/mid-cap growth stocks.
  • Sector performance variations played a critical role in the overall fund outcome.

Investment Strategies

Baird's approach focuses on identifying high-quality growth companies, but shifting economic conditions may have impacted outcomes.


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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