WuXi Biologics

• 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 $31B +13
• CC Chautauqua Capital Management Q2 2026 International & Global Funds Market Commentary ↗ Chautauqua trimmed semiconductor and automation winners, added to Adyen and Constellation Software, and built 3i and AIA as valuations in lagging holdings compressed despite continued earnings growth. It pairs TSMC, ASML, Keyence and Fanuc with software, China and health-care franchises, arguing that durable cash generation and competitive moats can close the gap between intrinsic value and prices. Q2 2026 453950 ADYEY $31BASML $591B +4

All coverage of WXIBF →