In a recent conversation with Barron’s, Chautauqua Capital Management’s Brian Beitner shared his views on Italian tire maker Pirelli.

As portfolio manager of a concentrated, high conviction portfolio of stocks for the Chautauqua International Growth Fund and the Chautauqua Global Growth Fund, Beitner discussed his investment strategy with Simon Constable.  Said Beitner about Pirelli, “Where the market is going is toward the need for high performance tires, and Pirelli is more of a pure play than other companies.” For a full list of the funds’ holdings click here.

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