Baird Equity Opportunity Fund - Investor Class
BSVSX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 777 East Wisconsin Avenue Milwaukee WI United States of America 53202
- IPO Date
- May 1, 2012
- CIK
- 0001282693
- Website
- bairdassetmanagement.com
- Similar Companies
- Business
- Baird Equity Opportunity Fund - Investor Class (BSVSX) is a mutual fund offered by Baird Funds, managed by Robert W. Baird & Co. Incorporated, that seeks long-term capital appreciation through investments primarily in small- and mid-cap equity securities of U.S. companies exhibiting strong growth potential, earnings momentum, and attractive valuations; the fund employs a bottom-up fundamental research process focusing on companies with sustainable competitive advantages, robust balance sheets, and capable management teams. Its portfolio typically includes sectors such as technology, healthcare, industrials, and consumer discretionary, with holdings diversified across approximately 50-80 positions to mitigate risk while capturing upside from undervalued growth opportunities; the Investor Class shares feature a minimum initial investment of $2,500 and are distributed through financial advisors and platforms serving individual and institutional investors. Headquartered in Milwaukee, Wisconsin, Baird Funds traces its origins to 2000 when the Baird Equity Opportunity Fund was launched as part of Baird's expansion into asset management services. In recent developments, the fund benefited from Baird's strategic enhancements in 2024, including the integration of advanced quantitative analytics into its equity research platform to improve stock selection precision and portfolio optimization; additionally, Baird announced a key partnership in mid-2025 with a leading ESG data provider to incorporate sustainability metrics into investment decisions, aligning with growing demand for responsible investing without compromising returns. The fund operates within the U.S. domestic equity market, targeting growth-oriented investors seeking alternatives to broad market indices like the Russell 2000 Growth Index, against which it benchmarks performance.