Chautauqua Capital Management, a division of Baird Asset Management, saw global equities finish 2025 strongly, with international markets outperforming U.S. markets. In Q4 2025, the Baird Chautauqua International Growth Fund returned +0.11%, while the Global Growth Fund gained +4.18%. The funds remain focused on high-quality businesses despite sector rotations and profit-taking.

Sea Ltd. (NYSE: SE) was highlighted in the Baird Chautauqua International and Global Growth Funds’ Q4 2025 investor letter. Sea Ltd. is a Southeast Asia-focused consumer internet company. Its stock has gained about +4.69% over the last 52 weeks, closing at approximately $125.93 per share on January 26, 2026, with a market cap of about $74.103 billion.

Sea Ltd. (NYSE: SE) reported solid September quarter results with revenue growing 38% and gross merchandise value growing 28%. However, the stock sold off due to a decline in adjusted EBITDA margin and ongoing investments impacting margins. Competition in Brazil and Taiwan also weighed on sentiment, despite strong growth.

Despite not being one of the 30 most popular stocks among hedge funds, 102 hedge fund portfolios held Sea Ltd. (NYSE: SE) at the end of Q3 2025. While acknowledging the potential of Sea Ltd., some believe that other AI stocks offer greater promise for higher returns in a shorter timeframe. For those seeking an undervalued AI stock, a free report on the best short-term AI stock is available.

Read more at Yahoo Finance: Sea (SE) Shares Slide Despite 38% Revenue Growth