Formed in January 2009, Chautauqua Capital Management offers insightful, focused International Growth and Global Growth Equity investment strategies to help investors achieve their financial goals.
Our people, the consistent application of our time-tested investment process and our relationship with Baird have positioned Chautauqua for investment success. Furthermore, Chautauqua Capital Management has a self-imposed limit on growth, based on assets under management and institutional relationships served, so that the team will be in a position to have ample time for investment work while providing excellent client service.
In the late 19th and early 20th centuries, Chautauqua (pronounced "Shuh-tawk-wuh") assemblies were a popular way for intellectual, political, cultural and creative thinkers to share new ideas and knowledge. Away from the distractions of city life, experts were able to delve deeply into their subject matter and connect with each other. This tradition inspires our intellectual curiosity and collaborative approach.
From our offices in Boulder, Colorado, our team has access to best-in-class technology and real-time global communication, allowing us to maintain geographic distance from the distractions of crowded financial districts without sacrificing thorough research capabilities.
Managing Partner Brian Beitner discusses the unique advantages of his team's structure, approach and partnership with Baird.
Our Partnership with Baird
In January 2016, Chautauqua Capital Management became a division of Baird, an employee-owned global financial services firm with a demonstrated commitment to asset management. Baird is nationally recognized as a great place to work and fosters a culture based on one powerful principle: keeping clients first.
This combination, while enabling Chautauqua Capital Management to remain an autonomous investment boutique, provides Chautauqua with the strength and security of a leading financial partner. The partnership has allowed Chautauqua to hire and retain talent, create mutual fund vehicles for our strategies and most importantly, by joining Baird, Chautauqua Capital investment team members are better able to focus on investing.
In addition to asset management, Baird provides private wealth management, fixed income trading and public finance advice and service across the United States. Baird also offers investment banking, private equity, and industry-leading institutional equity research, sales and trading around the world.