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For 2025, we underperformed the Benchmark, while to a lesser extent also trailing our all-cap international growth Proxy Benchmark. The underperformance was in our view attributable to an abrupt but material correction in several holdings over the potential exposure of quality growth franchises to AI disruption. Lundin Mining Corporation shares rose meaningfully during the fourth quarter after the company raised its…

Assetmark Inc. lifted its stake in Sumitomo Mitsui Financial Group Inc (NYSE: SMFG) by 72.7% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 101,571 shares of the bank's stock after acquiring an additional 42,766 shares during the period. Assetmark Inc.'s holdings in Sumitomo

Oakmark Japan Strategy Q4 2025 Portfolio Review

Cibc World Market Inc. decreased its holdings in shares of Sumitomo Mitsui Financial Group Inc (NYSE: SMFG) by 18.1% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 454,693 shares of the bank's stock after selling 100,225 shares

ABC Arbitrage SA bought a new stake in shares of Sumitomo Mitsui Financial Group Inc (NYSE: SMFG) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 92,382 shares of the bank's stock, valued at approximately $1,546,000. Other large investors have