ASCCF News and Press, Asics Corporation From 04/09/25

2025-04-09 06:33:00 ET Summary During the first quarter, the ClearBridge International Growth EAFE Strategy underperformed its MSCI EAFE Index benchmark. In a sharp reversal, international equities broadly outperformed the U.S. in the quarter, boosted by plans for increased fiscal...

2025-03-31 02:02:33 ET Summary I rate V.F. Corporation as a hold due to anticipated headwinds, despite CEO Bracken Darrell's promising turnaround efforts. VFC's Q3 FY2025 results show revenue growth of -4% YoY and net income improvement from -$550 million to -$38 million. Focu...

2025-03-20 05:15:00 ET Summary During the fourth quarter, the Lazard International Equity Portfolio fell 8.6% (net of fees), modestly lagging the MSCI EAFE Index which fell 8.1%. Throughout the year, the international equity market was driven more by fundamentals and less by extre...

2025-03-10 22:10:00 ET Summary Over the fourth quarter, the Portfolio returned -2.28% gross of fees and -2.66% net of fees, respectively, versus the Index return of -3.37%. Despite the weight of a weak SMID cap market, we believe the Portfolio has meaningful latent growth and appr...