Welcome to Extreme Investor Network, where we dive deep into the world of investing to bring you exclusive insights and expert advice. Today, we’re highlighting the success story of Baird Advisors co-chief investment officer, Mary Ellen Stanek, and her approach to fixed income investing.
In a recent interview with CNBC, Stanek emphasized the importance of consistency over hitting home runs in the fixed income space. With over 45 years of industry experience under her belt, Stanek has honed a duration-neutral strategy that focuses on yield curve positioning, sector allocation, and individual security selection. This approach has led to extremely competitive track records and impressive returns for investors.
One standout fund managed by Stanek is the Morningstar five-star, gold-rated Baird Aggregate Bond Fund. Since its inception in 2000, the fund has delivered a 4.74% annualized gain through March 31, 2024, outperforming its benchmark by 66 basis points. Stanek’s expertise and dedication to delivering consistent returns have earned her industry accolades, including being named outstanding portfolio manager by Morningstar.
Looking ahead, Stanek and her team are taking a selective approach to investing as credit spreads tighten. They are increasing allocations to Treasurys while being patient and retaining dry powder in portfolios for better opportunities. Stanek recommends investors consider moving out the curve within bonds and taking a cautious approach to chasing short-term yields.
At Extreme Investor Network, we believe in empowering investors with the knowledge and tools needed to make informed investment decisions. Stanek’s success story serves as a testament to the value of a disciplined and strategic approach to fixed income investing. Stay tuned for more exclusive insights and expert advice on our platform to help you navigate the world of investing with confidence.
