GOOGL - FMI Focused Global Equity Q4 2024 Review
2025-01-21 11:00:00 ET
Summary
- FMI Focused Global Equity returned a gross of -1.74% for the fourth quarter and 6.84% for 2024.
- Recently added Weir Group PLC, a mining technology company, due to its high barriers to entry, efficient products, and strong aftermarket revenue model.
- Sold Sony Group Corp. SP ADR due to disappointing profitability in the Games division and negative shareholder perception of potential Paramount acquisition.
FMI Focused Global Equity Quarterly Review - December 31, 2024
Performance |
Quarter |
YTD |
1 Year |
3 Years |
5 Years |
10 Years |
Since Inception |
Focused Global Equity (Gross) |
-1.74% |
6.84% |
6.84% |
4.33% |
11.07% |
10.37% |
10.79% |
Focused Global Equity (Net) |
-1.89% |
6.17% |
6.17% |
3.76% |
10.49% |
9.81% |
10.24% |
iShares MSCI World ETF 2 |
-0.22% |
18.66% |
18.66% |
6.47% |
11.31% |
10.13% |
9.91% |
iShares MSCI ACWI ETF 2 |
-0.85% |
17.45% |
17.45% |
5.45% |
10.11% |
9.39% |
9.22% |