Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua International and Global Growth Fund”. The letter can be downloaded here. The broad equity markets posted modest gains in the third quarter, despite significant volatility and rotation beneath the surface. Market leadership shifted throughout the quarter, ultimately favoring U.S. technology. Key macro events...
Broader Industry-Wide Volatility Weighs on ASML Holding NV (ASML)
