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The Baird Chautauqua Global Growth Fund's investment thesis on Keyence ($6861.T) — Q2 2026 | Buyside Digest

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$6861.TNASDAQKeyence

NEUTRAL

The Baird Chautauqua Global Growth Fund—6861.T

Fund Letter

Q2 2026

Published July 15, 2026

View Fund Profile

$87380.00USD

+12.4% vs last month

$70880.00Pitched

+23.3% since pitch

Market Cap$20.74T

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Baird Chautauqua Global Growth Fund returned 12.18% in Q2 2026, underperforming the MSCI ACWI Index which returned 14.93%, as markets rewarded an extremely narrow AI capex trade with concentration not seen since 1999. The portfolio benefited...

— Haicheng Li, CFA

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Other investors who've written on Keyence

Polen Capital - Global GrowthBULL

Pitched Jul 31, 2026•Pitched at $81060.00

We initiated a new position in Japan-based Keyence, one of the world's highest-quality industrial automation businesses. Keyence is the...

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