The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BUBSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the BUBSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of BUBSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Simple and effective.
Alec Lucas
Director
Summary
Baird Ultra Short Bond’s conservative playbook means that it rarely wows in any given year, but over time its results have served investors well.