| Fund Inception | 04/15/2016 |
| Name of Issuer | Baird |
| Fund Advisor(s) | Robert W. Baird & Co. Incorporated |
| Sub-Advisor(s) | -- |
Fund Managers for CCWSX
Nathaniel Velarde
Portfolio Manager since 05/01/2020
Nathaniel Velarde
Partner
Nate is partner of Chautauqua Capital Management and serves as portfolio manager on Chautauqua’s strategies. Prior to joining Chautauqua in 2019, he was senior financial analyst at j2 Cloud Services and senior vice president, global equity analyst at PIMCO, London. At Nuveen Investments, Nate worked in the Tradewinds Global Investors and NWQ Investment Management divisions as managing director, senior equity analyst and director of research. He also served as vice president, equity analyst at TCW primarily covering industrials, business services and basic materials. Nate earned a bachelor’s degree in economics and an MBA with concentrations in finance and strategic management from the University of Chicago, and a Master’s of Information and Data Science from the University of California – Berkeley.
Jesse Flores
Portfolio Manager since 05/01/2020
Jesse Flores, CFA
Partner
Jesse is partner of Chautauqua Capital Management and serves as portfolio manager on Chautauqua’s strategies. Prior to joining Chautauqua in 2013, he was an investment analyst at Blavin & Company where he was a generalist responsible for both equity and high-yield debt securities. Additionally, he covered U.S. semiconductors and hardware as a research analyst at Lehman Brothers and Roth Capital Partners. Jesse has a bachelor’s degree from Cornell University (McMullen Dean’s Scholar, Rawlings Presidential Research Scholar) and an MBA from the Stanford Graduate School of Business.
Haicheng Li
Portfolio Manager since 05/01/2020
Haicheng Li, CFA
Managing Partner
Haicheng is managing partner of Chautauqua Capital Management and serves as portfolio manager for Chautauqua’s strategies. Prior to joining Chautauqua in 2016, she was a senior analyst and portfolio manager at TCW with specific expertise in healthcare. Haicheng earned an MBA from Stanford, a master's degree in biological and biomedical sciences from Harvard's Graduate School of Arts and Sciences and a master's degree in medical sciences from Harvard Medical School, where she was a research fellow. She graduated summa cum laude from Rutgers University and was awarded a prestigious Phi Beta Kappa key for academic achievement.
