Oakmark Global Concentrated Strategy Q1 2025 Commentary

2025-04-23 06:46:00 ET

Summary

• Oakmark Global Concentrated Strategy’s return was 5.11% (net) for the reporting period versus MSCI World Index that returned -1.79% for the same period.
• Global equities finished lower during the quarter despite 8 of 11 GICS sectors posting positive returns.
• By country, the U.S. was the largest detractor followed by Denmark, while Germany and the U.K. contributed to market performance.

MARKET ENVIRONMENT

Global equities finished lower during the quarter despite 8 of 11 GICS sectors posting positive returns. By sector, information technology and consumer discretionary generated almost all of the negative momentum, while financials and health care contributed the most to market returns. By country, the U.S. was the largest detractor followed by Denmark, while Germany and the U.K. contributed to market performance....

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