Suzuki Motor Corp ADR

• CC Chautauqua Capital Management International & Global Funds Market Commentary ↗ Chautauqua reduced AI-infrastructure exposure and added to 3i, Adyen, AIA, Constellation Software, Suzuki and new holding Linde as leadership broadened beyond major technology stocks. The portfolios retain meaningful exposure to health care, software, Greater China and semiconductor enablers, arguing that valuation compression overstated AI-driven disruption risks. Q3 2026 453950 AAIGF $103BADYEY $29B +13

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