Oakmark Fund Outperforms S&P 500 and Bloomberg Bond Index in Q4
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Source: seekingalpha
- Strong Quarterly Performance: The Oakmark Equity and Income Fund outperformed both the S&P 500 and Bloomberg U.S. Aggregate Bond Index in Q4, demonstrating the effectiveness of its investment strategy and market adaptability.
- Sector Contribution Analysis: Communication services and healthcare were the largest contributors to performance, while industrials detracted, reflecting a market preference for value and smaller capitalization stocks.
- New Investment Positions: The fund initiated new positions in Amrize (AMRZ), Gartner (IT), and Mondelez International (MDLZ), indicating a positive outlook on their future growth potential.
- Exit Strategy: The fund exited positions in BlackRock (BLK) and Charter Communications (CHTR), showcasing its responsiveness to market dynamics and proactive portfolio management.
Analyst Views on AMRZ
Wall Street analysts forecast AMRZ stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMRZ is 59.94 USD with a low forecast of 52.44 USD and a high forecast of 70.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
10 Buy
5 Hold
0 Sell
Moderate Buy
Current: 54.820
Low
52.44
Averages
59.94
High
70.00
Current: 54.820
Low
52.44
Averages
59.94
High
70.00
About AMRZ
Amrize Ltd delivers advanced building solutions from foundation to rooftop. The Company serves customers across infrastructure, commercial and residential markets and from new build to repair and refurbishment in North America. With over 1,000 sites and a distribution network, it delivers for customers in every U.S. state and Canadian province. Its two businesses, Building Materials and Building Envelope, offer advanced branded solutions to cover construction needs from foundation to rooftop. Its Building Materials business includes cement, concrete, aggregates, and asphalt. Its cement brands include OneCem, ECOPlanet Cements, and MaxCem. Its concrete brands include ECOPact, DYNAMax, and Ductal. Its Building Envelope business includes commercial roofing, residential roofing, weatherization, adhesives and sealants, and insulation. Its commercial roofing brands are Elevate, Duro-Last, GenFlex, and Gaco. Its insulation brands include Enverge, OX Engineered Products, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
