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Oakmark U.S. Large Value Strategy Q1 2025 Commentary

Source: SeekingAlpha

2025-04-23 15:09:00 ET

Summary

  • Oakmark U.S. Large Value Strategy’s return was 1.11% (net) for the reporting period versus Russell 1000 Value Index that returned 2.14% for the same period.
  • U.S. equities finished lower during the quarter despite 7 of 11 GICS sectors posting positive returns.
  • By sector, information technology and consumer discretionary detracted, while health care and financials contributed the most to market returns.

MARKET ENVIRONMENT

U.S. equities finished lower during the quarter despite 7 of 11 GICS sectors posting positive returns. By sector, information technology and consumer discretionary detracted, while health care and financials contributed the most to market returns....

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Oakmark U.S. Large Value Strategy Q1 2025 Commentary
Marathon Petroleum Corporation

NASDAQ: MPC

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