Baird Advisors Named Finalist for Morningstar’s Fixed-Income Fund Manager of the Year Award
2017年1月13日 - 11:41PM
ビジネスワイヤ(英語)
Employee-owned Baird announced today that Baird Advisors was
named a finalist for the Morningstar 2016 U.S. Fixed-Income Fund
Manager of the Year Award. The Baird Advisors fixed income team,
led by Mary Ellen Stanek and including Gary Elfe, Charles
Groeschell, Warren Pierson, Jay Schwister, Dan Tranchita and Sharon
DeGuzman, was nominated for its management of the Baird Core Plus
Bond Fund (BCOIX). Morningstar will announce the winner of the 2016
award on January 25th.
“We’re extremely proud of Mary Ellen and her team,” said Steve
Booth, Baird President & CEO. “This recognition by Morningstar
speaks to the consistent results this team has been able to
generate over time. They’ve created a teamwork-oriented culture
that’s been instrumental in delivering excellent results in a
variety of market environments.”
“It’s an honor to be a finalist for Morningstar’s Fixed-Income
Fund Manager of the Year Award,” said Mary Ellen Stanek, Managing
Director and Chief Investment Officer of Baird Advisors. “In
addition to the named portfolio managers of the funds, research
director Jay Schwister, portfolio managers Jeff Schrom, Meg Dean,
Duane McAllister along with our talented analysts contributed to
this accomplishment. Our team delivered excellent results in 2016
using the same philosophy and risk-controlled process we always
have. We don’t swing for the fences, just consistently deliver
singles and doubles.”
Established in 1988, the Morningstar Fund Manager of the Year
award recognizes portfolio managers who demonstrate excellent
investment skill and the courage to differ from the consensus to
benefit investors. The Fund Manager of the Year award winners are
chosen based on research and in-depth qualitative evaluation by
Morningstar’s Manager Research Group. Morningstar’s Manager
Research Group consists of various wholly owned subsidiaries of
Morningstar, Inc. including, but not limited to, Morningstar
Research Services LLC. To qualify for the award, managers’ funds
must have not only posted impressive returns for the year, but the
managers also must have a record of delivering outstanding
long-term risk-adjusted performance and of aligning their interests
with shareholders’. Nominated funds must be Morningstar Medalists—a
fund that has garnered a Morningstar Analyst Rating™ of Gold,
Silver, or Bronze.
About Baird Advisors
Baird Advisors is Baird’s fixed income asset management division
and advisor to the Baird Bond Funds. The group manages more than
$47 billion in taxable and tax-exempt fixed income portfolios
including Baird Ultra Short Bond Fund, Baird Short-Term Bond Fund,
Baird Aggregate Bond Fund, Baird Core Plus Bond Fund, Baird
Short-Term Municipal Bond Fund, Baird Core Intermediate Municipal
Bond Fund, and Baird Quality Intermediate Municipal Bond Fund. For
more information, visit www.bairdfunds.com.
About Baird
Baird is an employee-owned, international wealth management,
capital markets, private equity and asset management firm with
offices in the United States, Europe and Asia. Established in 1919,
Baird has more than 3,300 associates serving the needs of
individual, corporate, institutional and municipal clients. Baird
has more than $160 billion in client assets. Committed to being a
great place to work, Baird ranked No. 6 on FORTUNE’s 100 Best
Companies to Work For in 2016 – its 13th consecutive year on the
list. Baird is the marketing name of Baird Financial Group. Baird’s
principal operating subsidiaries are Robert W. Baird & Co. in
the United States and Robert W. Baird Group Ltd. in Europe. Baird
also has an operating subsidiary in Asia supporting Baird’s
investment banking and private equity operations. For more
information, please visit Baird’s Web site at www.rwbaird.com.
Past performance does not guarantee future results.
Investors should carefully consider investment objectives,
risks, charges and expenses. This and other important information
is contained in the fund prospectuses and summary prospectuses,
which can be obtained from a financial professional and should be
read carefully before investing.
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version on businesswire.com: http://www.businesswire.com/news/home/20170113005320/en/
For Baird:Jody Lowe, 414-322-9311jody@lowecom.com
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