| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 24, 2026 | Fund Letters | Brian A. Christiansen | Galderma Group AG | Health Care | Pharmaceuticals | Bull | Swiss Exchange | Aesthetics, dermatology, innovation, Margins, pharmaceuticals | View Pitch |
| Jan 24, 2026 | Fund Letters | David E. Levanson | Galderma Group AG | Health Care | Pharmaceuticals | Bull | Swiss Exchange | Aesthetics, biologics, dermatology, Prescriptions, Pricing | View Pitch |
| Jan 21, 2026 | Fund Letters | Tom Coutts | Galderma Group AG | Health Care | Pharmaceuticals | Bull | Swiss Exchange | Aesthetics, dermatology, growth, Launches, Validation | View Pitch |
| Jan 8, 2026 | Fund Letters | Nikola Dvornak | Galderma Group AG | Health Care | Pharmaceuticals | Bull | Swiss Exchange | Aesthetics, consumer, dermatology, growth, healthcare, Injectables | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||