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Growth
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 |
Lakehouse Global Growth Fund Nick Thomson
|
View | Technology, Growth, Platform Economics | - | digital transformation, Global Equities, Network Effects, Platform, technology |
| 2025 Q3 | Oct 13, 2025 |
The Baird Chautauqua International Growth Fund Jesse Flores
|
View | Emerging markets, Growth, AI Adoption | 6160 HK, ADYEN NA, BABA, CSU, GMAB, TCS IN | Artificial Intelligence, emerging markets, Global Growth, healthcare, valuation |
| 2025 Q3 | Oct 13, 2025 |
The Baird Chautauqua Global Growth Fund Jesse Flores
|
View | Growth, Technology, China Exposure | 6160 JP, ADYEN NA, BABA, CSU, MU, NVO CN | Artificial Intelligence, China, healthcare, technology, Trade tariffs |
| 2025 Q3 | Oct 16, 2025 |
Polaris Global Equity Bernard Horn
|
View | AI, Growth | 8002 JP, CG, LKQ, LUN CN, SBH, UTHR | Artificial Intelligence, financials, Global Equities, industrials, semiconductors |
| 2025 Q2 | Jul 11, 2025 |
Baillie Gifford -Global Alpha Michael Taylor
|
View | AI, Growth | - | AI, Cloud Computing, E-Commerce, Global Growth |