Q4 2018 International and Global Growth Equity Strategies

Markets de-rated forcefully in the fourth quarter. In recent quarterly letters, we highlighted the major risks, including potential multiple compression, slowing economic growth, and trade policy frictions. Yet, in spite of these headwinds, Chautauqua Capital managed funds appreciated and outperformed for the first three quarters of the year. In hindsight, this situation was untenable

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