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Oakmark International Strategy portfolio's return was 4.93% (net) for the reporting period vs. MSCI World ex USA Index that returned 5.20% for the same period. We initiated the following position(s) ...
Ferrari just ended the “growth scare.” Q4 showed +7% revenue, +12% EBIT, and +50% FCF—all with lower volumes. The business model did exactly what it’s designed to do. The sell-off was about guidance, ...
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