Chautauqua Capital Administration, a division of Baird Asset Administration, is a boutique funding agency that launched its third-quarter 2025 investor letter for the “Baird Chautauqua Worldwide and International Progress Fund”. A replica of the letter will be downloaded right here. International fairness markets delivered strong leads to the third quarter, pushed by the decision of great commerce conflicts and a shift in U.S. financial coverage towards a extra dovish stance. Baird Chautauqua Worldwide Progress Fund underperformed the benchmark, MSCI ACWI ex-U.S. Index – ND, within the quarter, pushed by inventory choice within the info expertise, financials, and industrials sectors, which detracted essentially the most from returns. The Baird Chautauqua International Progress Fund additionally trailed the benchmark, MSCI ACWI Index – ND, within the quarter as inventory choice within the info expertise, financials, and industrials sectors detracted essentially the most from returns. As well as, please test the fund’s high 5 holdings to know its finest picks in 2025.
In its third-quarter 2025 investor letter, Baird Chautauqua Worldwide and International Progress Fund highlighted shares similar to BeOne Medicines AG (NASDAQ:ONC). BeOne Medicines AG (NASDAQ:ONC) is an oncology firm that focuses on discovering and growing numerous therapies for most cancers sufferers. The one-month return of BeOne Medicines AG (NASDAQ:ONC) was -7.71%, and its shares gained 64.97% of their worth during the last 52 weeks. On December 30, 2025, BeOne Medicines AG (NASDAQ:ONC) inventory closed at $304.72 per share, with a market capitalization of $33.72 billion.
Baird Chautauqua Worldwide and International Progress Fund said the next concerning BeOne Medicines AG (NASDAQ:ONC) in its third quarter 2025 investor letter:
“BeOne Medicines AG (NASDAQ:ONC) reported a powerful quarter and raised FY25 steerage, pushed by sturdy momentum from its key development driver, Brukinsa, which continues to achieve market share from its opponents. Administration expects optimistic free money stream in 2025.”
BeOne Medicines AG (NASDAQ:ONC) just isn’t on our listing of 30 Most Widespread Shares Amongst Hedge Funds. In accordance with our database, 21 hedge fund portfolios held BeOne Medicines AG (NASDAQ:ONC) on the finish of the third quarter, in comparison with 28 within the earlier quarter. In Q3 2025, BeOne Medicines AG’s (NASDAQ:ONC) income reached $1.4 billion, which represents 41% year-on-year development. Whereas we acknowledge the potential of BeOne Medicines AG (NASDAQ:ONC) as an funding, we consider sure AI shares supply larger upside potential and carry much less draw back danger. Should you’re on the lookout for a particularly undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring development, see our free report on the finest short-term AI inventory.
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