Chautauqua Capital Management, a division of Baird Asset Management, released its Q2 2025 investor letter for the “Baird Chautauqua International and Global Growth Fund.” Global equity markets saw a significant shift from losses to new highs following the President’s tariff announcement and subsequent market confidence. The Baird Chautauqua International Growth Fund underperformed its benchmark.

The second-quarter investor letter from Baird Chautauqua International and Global Growth Fund highlighted Fairfax Financial Holdings Limited (OTC:FRFHF), an insurance company offering property and casualty insurance, reinsurance, and investment management services. Fairfax Financial Holdings Limited (OTC:FRFHF) saw a one-month return of -0.03% and 36.74% growth over 52 weeks, closing at $1,720.66/share on September 26, 2025.

Regarding Fairfax Financial Holdings Limited (OTC:FRFHF), the investor letter mentioned solid premium growth and underwriting performance despite significant losses from the Los Angeles wildfires. Fairfax Financial Holdings Limited (OTC:FRFHF) grew book value per share by 14% year-over-year and continued returning capital to shareholders through share repurchases.

Fairfax Financial Holdings Limited (OTC:FRFHF) is not among the 30 most popular stocks among hedge funds, with only 1 hedge fund holding it at the end of Q2 2025. While acknowledging its potential, some AI stocks are seen as offering greater upside potential and lower downside risk. For an undervalued AI stock with potential benefits from Trump-era tariffs and the onshoring trend, check out the free report on the best short-term AI stock.

Read more at Yahoo Finance: Fairfax Financial Holdings Limited (FRFHF) Posted Solid Premium Growth And Underwriting Performance In Q2