SOURCE: Chautauqua Capital Management

Chautauqua Capital Management

December 02, 2009 11:42 ET

Elite Portfolio Management Team Launches Boutique Investment Firm

Chautauqua Capital Management to Offer Proven International Growth and Global Growth Equity Strategies

BOULDER, CO--(Marketwire - December 2, 2009) - Chautauqua Capital Management (Chautauqua), a premier provider of insightful, focused, and time-tested investment strategies, today announced the offering of the firm's International Growth and Global Growth Equity products to qualified investors.

Boulder-based Chautauqua was formed earlier this year by a group of investment professionals, many of whom had worked at Trust Company of the West (TCW). Principals include Brian Beitner, CFA, Martha Avery, Michael Mow, CFA, and Amanda Prentiss.

The firm's investment results date back to the beginning of 2006 when the original international equity portfolios were constructed and funded. According to eASE Analytics Evestment ALLIANCE, Chautauqua Capital International Growth is the Number One-ranked fund from its inception nearly four years ago for absolute return and alpha in its International Equity peer group.

"Our investment approach is the global application of a domestic equity approach that's been around for more than twenty years," said Mr. Beitner, who formed Chautauqua Capital Management at the beginning of this year. "Together with our organizational structure, that investment process provides a strong competitive advantage for the firm and its portfolios."

Each member of the professional staff at Chautauqua is an owner of the firm. Mr. Beitner, Chautauqua's founder, previously managed international and global equity portfolios at TCW. He holds an MBA from USC and received his CFA charter in 1989.

Mr. Mow, who spent seven years at TCW as an equity analyst, was most recently at American Century Investments where he served on Ultra, a large cap growth fund and the company's flagship product. He has been a CFA charter holder since 1989. Ms. Prentiss worked as a strategist/economist for TCW, producing a market overview publication for institutional investors. Prior to that she worked for Goldman Sachs in London and Frankfurt.

Ms. Avery has spent more than twenty years working in Asia. With a background in Asian languages and an MBA from the Wharton School of Finance, she has worked in the fields of publishing, intellectual property, and corporate communications. She most recently served as Co-Editor-in-Chief as well as translator for "China's Emerging Financial Markets," a major book on China's financial industry.

The team has produced its superior investment results through the construction of concentrated -- usually 25 to 35 holdings -- and conviction-weighted portfolios of leading companies drawn from a worldwide opportunity set. All Chautauqua holdings possess sustainable competitive advantages and are long-term trend beneficiaries. "We call it 'diversification without dilution,'" says Beitner, "and it takes a good degree of skill to execute the strategy. With an average 24 years of experience and a complete focus on global markets, our team is confidently investing right alongside its clients."

The firm plans to accept retail or institutional accounts beginning at $25 million.

About Chautauqua Capital Management

Chautauqua Capital Management offers insightful, focused, and time-tested investment strategies to help qualified investors achieve their financial goals. Based in Boulder, CO, Chautauqua's team of highly qualified professionals designs and actively manages concentrated, conviction-weighted portfolios of advantaged companies. The firm presently offers International Growth and Global Growth Equity investment products. For more information on Chautauqua Capital Management please visit www.chautauquacapital.com or call 303 541-1545.