Oakmark International Small Cap Strategy Q4 2024 Commentary
Source: SeekingAlpha
2025-02-04 12:05:00 ET
Summary
- The portfolio’s return was -10.93% (net) for the reporting period vs. MSCI World ex USA Small Cap Index that returned -7.86% for the same period.
- International equities finished lower during the quarter with all GICS sectors posting negative returns.
- Growth-led market environment has afforded us an excellent opportunity to build very well-diversified portfolios in companies trading at significantly lower than average valuations across a variety of industries.
MARKET ENVIRONMENT
International equities finished lower during the quarter with all GICS sectors posting negative returns. By sector, health care and materials were the most significant detractors from market returns during the period. By country, Switzerland and France were the largest detractors while Israel and Singapore contributed to market performance....
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Oakmark International Small Cap Strategy Q4 2024 Commentary
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