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Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2025 investor letter for the “Baird Chautauqua International and Global Growth Fund”. A copy of the letter can be downloaded here. Global equity markets delivered solid results in the third quarter, driven by the resolution of significant trade conflicts and a shift in U.S. monetary policy toward a more dovish stance. Baird Chautauqua International Growth Fund underperformed the benchmark, MSCI ACWI ex-U.S. Index – ND, in the quarter, driven by stock selection in the information technology, financials, and industrials sectors, which detracted the most from returns. The Baird Chautauqua Global Growth Fund also trailed the benchmark, MSCI ACWI Index – ND, in the quarter as stock selection in the information technology, financials, and industrials sectors detracted the most from returns. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its third-quarter 2025 investor letter, Baird Chautauqua International and Global Growth Fund highlighted stocks such as Genmab A/S (NASDAQ:GMAB). Genmab A/S (NASDAQ:GMAB) is a biotechnology company that focuses on developing antibody-based products and product candidates for the treatment of cancer and other diseases. The one-month return of Genmab A/S (NASDAQ:GMAB) was -0.69%, and its shares gained 50.89% of their value over the last 52 weeks. On December 30, 2025, Genmab A/S (NASDAQ:GMAB) stock closed at $31.49 per share, with a market capitalization of $19.522 billion.
Baird Chautauqua International and Global Growth Fund stated the following regarding Genmab A/S (NASDAQ:GMAB) in its third quarter 2025 investor letter:
” Genmab A/S (NASDAQ:GMAB) reported solid earnings and announced positive Epkinly phase III and phase II clinical trial results. Its pipeline product candidate Rina-S received FDA Breakthrough Therapy Designation in advanced endometrial cancer.”
Genmab A/S (NASDAQ:GMAB) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 20 hedge fund portfolios held Genmab A/S (NASDAQ:GMAB) at the end of the third quarter, up from 19 in the previous quarter. While we acknowledge the potential of Genmab A/S (NASDAQ:GMAB) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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