Description

The Chautauqua Global Growth Fund predominantly allocates capital to the equity shares of mid-to-large capitalization companies, typically those valued over $5 billion at the time of investment. Its portfolio includes both domestic U.S. firms and international corporations, with a mandate to commit at least 40% of its total assets to non-U.S. companies upon purchase. The fund normally maintains geographical diversification across a minimum of three distinct countries, always incorporating the United States. Its investments extend to businesses operating in both mature developed economies and nascent emerging markets.