Chautauqua Capital Management, a division of Baird Asset Management, released its fourth-quarter 2025 investor letter for the “Baird Chautauqua International and Global Growth Fund”. Global equities finished 2025 strongly, with international markets outperforming U.S. equities. In Q4 2025, the Global Growth Fund gained +4.18%, outperforming the MSCI ACWI Index® ND’s +3.29%. Despite sector rotations and profit-taking in Greater China, the fund remains focused on high-quality businesses with strong cash flows and balance sheets. Check the fund’s top five holdings to know its best picks in 2025.

KE Holdings Inc. (NYSE:BEKE) was highlighted in the Baird Chautauqua International and Global Growth Funds’ Q4 2025 investor letter. The company operates China’s leading online and offline real estate platform. KE Holdings Inc. (NYSE:BEKE) reported in-line revenues and better-than-expected earnings for 3Q25. Weakness in China’s property market continues to impact its outlook, but operational efficiency and AI integration are expected to drive margin improvements in 2026. The stock closed at approximately $18.05 per share on January 26, 2026, with a market capitalization of about $20.85 billion.

Read more at Yahoo Finance: KE Holdings (BEKE) Beats Earnings Expectations Amid Property Slump