Resource Library

Baird Trust's Large-Cap Equity Strategy

Meet the team that manages Baird Trust's Large-Cap Equity Strategy. What makes Baird Trust’s large-cap equity strategy different? Baird Trust’s Director of Equity Investments Andy Means, CFA®, and Equity Portfolio Manager John Watkins, CFA®, discuss their unique approach to investing, why they don’t create a market outlook, how (and when) they take on an underperforming stock position and much more.

Additional Resources

All That Matters: What Lies Ahead

For the first episode of 2025, Mike and Ross pull back and look at the year to come.

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Planning To Be Alone

4 tips on how to financially prepare for widowhood

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Four Financial Resolutions (and Simple Ways to Keep Them)

Although financial objectives vary, there are a few collective steps everyone can take to ensure their goals stay on target.

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Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

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Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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In the Markets Now: What I'm Thankful For

There’s a lot to be thankful for in the markets.

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Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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