Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that published its investment letter of the second 2025 quarter for the “Baird Chautauqua International Global Growth and Growth Fund.” A copy of the letter can be downloaded here. World Variable rental markets experienced a significant change during quarter, moving from notable losses to reach new maximums. The markets fell after the announcement of the president of unexpectedly severe rates, which increased the fears of recession. After a brief pause on tariffs, the markets recovered confidence, closing the quarter in historical maximums or close to the maximums. In this environment, the Baird Chautauqua International Growth Fund had a performance lower than its reference point during the quarter. In addition, see the five main participations of the Fund to learn about your best selections in 2025.
In his 2025 investment letter in the second quarter, the Baird Chautauqua International and Growth Fund highlighted actions such as Waste Connections, Inc. (NYSE: WCN). Waste Connections, Inc. (NYSE: WCN) offers collection, transfer, elimination and recovery of non -hazardous resources. The one -month return of Waste Connections, Inc. (NYSE: WCN) was -6.71%, and their shares lost 3.58% of its value in the last 52 weeks. On September 26, 2025, the shares of Waste Connections, Inc. (NYSE: WCN) closed to $ 172.41 per share, with a market capitalization of $ 44,329 billion.
Baird Chautauqua International and Global Growth Fund declared the following with respect to Waste Connections, Inc. (NYSE: WCN) in its second quarter of 2025 letter of the investor:
“Waste Connections, Inc. (NYSE: WCN) reported a strong 1T25 driven by the price of solid waste; However, the shares fell 9% in 2q after a gain of 14% in 1q. It is possible that there has been some disappointment of investors that management has not raised guidance for the year. Recycled products prices decreased by 10%, but recycling represents only 2% of total income. In general, the company is working well operationally. “
Waste Connections, Inc. (NYSE: WCN) is not on our list of 30 most popular actions among coverage funds. According to our database, 43 coverage fund portfolios maintained Waste Connections, Inc. (NYSE: WCN) at the end of the second quarter, compared to 41 in the previous quarter. While we recognize the potential of Waste Connections, Inc. (NYSE: WCN) as an investment, we believe that certain AI actions offer greater upward potential and have less downward risk. If you are looking for an extremely undervalued action that also benefits significantly from the Trump era tariffs and the wave trend, see our free report on the The best short -term AI actions.
(Tagstotranslate) Global Growth Fund (T) Waste Connections (T) Inc.
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