Baird Chautauqua International and Global Growth Fund’s Q3 2025 Investor Letter

Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2025 investor letter for the “Baird Chautauqua International and Global Growth Fund”. Global equity markets delivered solid results in the third quarter, driven by the resolution of significant trade conflicts and a shift in U.S. monetary policy toward a more dovish stance. Baird Chautauqua International Growth Fund underperformed the benchmark, MSCI ACWI ex-U.S. Index – ND, in the quarter, driven by stock selection in the information technology, financials, and industrials sectors, which detracted the most from returns. The Baird Chautauqua Global Growth Fund also trailed the benchmark, MSCI ACWI Index – ND, in the quarter as stock selection in the information technology, financials, and industrials sectors detracted the most from returns. In addition, please check the fund’s top five holdings to know its best picks in 2025.

A copy of Baird Chautauqua International and Global Growth Fund’s Q3 2025 investor letter can be downloaded here.