| 2026 Q2 |
Jul 30, 2026 |
Sands Capital Global Growth Fund
|
22.2% |
4.0% |
000660 KS, ARM, ASML, AVGO, BE, GALD SW, ICE, INTC, ISRG, MU, NFLX, NVDA, ONON, ORCL, SHOP, SPOT, TSM |
AI Infrastructure, Data centers, emerging markets, Growth Equity, Long-Term Investing, semiconductors, technology |
|
|
View
|
| 2026 Q2 |
Jul 29, 2026 |
SGA – International Growth
|
7.6% |
-3.7% |
6098.T, 6146.T, 9983.T, ARM, CP.TO, FMX, GALD SW, LIN, OR.PA, SE, SRT3.DE, TSM, UMG.AS |
AI, growth, international, momentum, Quality, semiconductors, valuation |
|
6146.T
|
View
|
| 2026 Q2 |
Jul 14, 2026 |
Munro Global Growth Fund
|
23.4% |
- |
300750.SZ, AMAT, AMD, AMZN, ARM, ASM.AS, AVGO, BA.L, GALD SW, GEV, GOOG, IFX.DE, LLY, MA, MU, NVDA, QCOM, SNPS, TSM |
AI, Data centers, earnings, global, growth, Long/Short, semiconductors, technology |
|
ARM
AMD
IFX.DE
|
View
|
| 2026 Q2 |
Jul 14, 2026 |
The Baird Chautauqua International Growth Fund
|
10.4% |
-4.0% |
0700.HK, 1299 HK, 2269 HK, 6098.T, 6861.T, 6954.T, 7269.T, ADYEN.AS, ASML, BABA, BEKE, BEPC, COLOB.CO, CP, CSU.TO, D05.SI, GALD SW, GMAB, III.L, LULU, MU, REGN, RYA.L, SAF.PA, SE, TEMN SW, TJX, TSM |
AI, Automation, Greater China, international, semiconductors, Trade Policy, Valuation Compression |
|
|
View
|
| 2026 Q2 |
Jul 14, 2026 |
The Baird Chautauqua Global Growth Fund
|
12.2% |
1.5% |
1299 HK, 6098.T, 6861.T, 6954.T, 7269.T, ADYEN.AS, ASML, BABA, BEPC, CSU.TO, D05.SI, GALD SW, GMAB, III.L, LULU, MU, REGN, RYA.L, SAF.PA, TJX, TSM |
AI, China, energy, rates, semiconductors, software, tariffs, valuation |
|
|
View
|
