Chautauqua Capital’s Beitner Discusses “Trade Tension” Investment Strategies with MarketWatch
Firm
In a recent interview with MarketWatch, Brian Beitner of Chautauqua Capital Management discussed three companies he believes have business models that give them the advantages they need to thrive during a long period of trade tensions or even a recession.
Carefully consider the investment objectives, risks, charges and expenses of each fund carefully before investing. This and other information is found in the prospectus and summary prospectus.
Performance data represents past performance and does not guarantee future results. The investment return and principal value of the investment will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance data may be lower or higher than the data quoted. For performance data current to the most recent month end, please visit the Baird Funds' performance page..
The specific securities identified do not represent all the securities purchased, sold or held for accounts and you should not assume these securities were or will be profitable.
Please click the link for a complete list of current holdings: Chautauqua International Growth Fund or Chautauqua Global Growth Fund.
AMS had a 3.87%, Julius Baer a 4.83%, HDFC Bank a 4.69%, Core Labs a 3.34%, Schlumberger a 1.89%, Pirelli a 3.02%, Ctrip a 1.76%, Alibaba a 4.00%, Taiwan Semiconductor a 1.86%, Novo Nordisk a 4.85%, and Sinopharm a 3.43% weighting in the International Fund as of 6/30/2019.
AMS had a 2.59%, Atlassian a 3.54%, Universal Display a 2.80%, Regeneron a 2.98%, Sinopharm a 2.74%, Novo Nordisk a 4.18%, Core Labs a 2.13%, Pirelli a 2.10%, Charles Schwab a 0.90%, SVB Financial a 0.91%, Illumina a 2.24%, DBS Group a 3.76%, HDFC Bank a 4.63%, and Julius Baer a 2.56% weighting in the Global Fund as of 6/30/2019.
The holdings identified below do not represent all of the securities purchased, sold, or recommended for the funds; and past performance does not guarantee future results. To obtain information about the calculation methodology and a list showing every holding’s contribution, please contact Baird.
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Top 5 Average Weighted International Fund Holdings* for Q2 2019 |
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Bottom 5 Average Weighted International Fund Holdings* for Q2 2019 |
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|
Security |
Avg. Weight |
Contribution |
|
Security |
Avg. Weight |
Contribution |
|
Wirecard |
6.02 |
1.7 |
|
Constellation Software |
0.05 |
0.03 |
|
Temenos |
5.86 |
1.22 |
|
CI Financial |
0.16 |
0.03 |
|
Genmab |
4.87 |
0.35 |
|
Toronto-Dominion Bank |
0.52 |
0.15 |
|
Naspers |
4.85 |
0.32 |
|
Tata Consultancy |
0.56 |
0.1 |
|
Keyence Corp. |
4.79 |
-0.05 |
|
Amorepacific |
1.15 |
-0.16 |
|
Top 5 Average Weighted Global Fund Holdings* for Q2 2019 |
|
Bottom 5 Average Weighted Global Fund Holdings* for Q2 2019 |
||||
|
Security |
Avg. Weight |
Contribution |
|
Security |
Avg. Weight |
Contribution |
|
Wirecard |
4.86 |
1.47 |
|
Constellation Software |
0.06 |
0.03 |
|
Temenos |
4.76 |
0.98 |
|
Amorepacific |
0.31 |
-0.04 |
|
Genmab |
4.28 |
0.28 |
|
Toronto-Dominion Bank |
0.32 |
0.09 |
|
Mastercard |
4.05 |
0.48 |
|
Red Hat, Inc. |
0.65 |
0.02 |
|
NVIDIA Corp. |
3.99 |
-0.33 |
|
Allergan |
0.72 |
0.11 |