Chautauqua Capital Management, a division of Baird Asset Management, released its second quarter 2025 investor letter for the “Baird Chautauqua International and Global Growth Fund”. Global equity markets saw a shift from losses to new highs due to tariff announcements, causing recession fears. The Baird Chautauqua International Growth Fund underperformed its benchmark in this environment.

Baird Chautauqua International and Global Growth Fund highlighted KE Holdings Inc. (NYSE: BEKE) in its second-quarter 2025 investor letter. KE Holdings operates an integrated online and offline platform for housing transactions and services. The stock saw a one-month return of 14.33% and closed at $19.45 per share on September 26, 2025.

In the second quarter 2025 investor letter, Baird Chautauqua International and Global Growth Fund expressed positivity towards KE Holdings Inc. (NYSE: BEKE) despite potential impacts from tariff announcements. The company reported a solid 1Q25 and signaled continuous cost optimization for the future.

Despite not being on the list of 30 Most Popular Stocks Among Hedge Funds, 33 hedge fund portfolios held KE Holdings Inc. (NYSE: BEKE) at the end of the second quarter. While the stock offers potential, other AI stocks may provide greater upside and less downside risk. Check out our free report on the best short-term AI stock for more information.

Read more at Yahoo Finance: KE Holdings (BEKE) Fell Following Tariff Announcements