Introducing Our Newest Portfolio

We are excited to announce the launch of our latest equity portfolio: Huskie Aggressive Growth. The objective of the Aggressive Growth Portfolio is to produce long-term capital appreciation by identifying companies in the emerging growth phase of their lifecycle, which have the potential to become the “blue chip” stocks of the future. This portfolio is appropriate for investors seeking capital appreciation, with the ability to withstand potentially greater short-term volatility.

We are specifically interested in identifying companies that are creating or disrupting an industry by providing a product or service that is superior, less expensive, or more efficient than what existed previously, and with revenue, earnings, and cash flow growth expectations of 10% or higher. For this reason, the portfolio skews significantly towards technology and healthcare companies. While many of these companies may not yet be profitable, we must see a clear path to profitability, and have high conviction in management’s approach to R&D, marketing, and operations.

We’d never ask clients to take risks that we wouldn’t take ourselves, so as with all of our Huskie portfolios, this model was built with our own capital. We believe that is the best way to obtain true objectivity and avoid conflicts of interest.

As part of Baird's Private Investment Management (PIM) program, the minimum investment for this portfolio is $50,000. If you are interested in learning more, please give me a call. In the meantime, please find our fact sheet on our website here.