Oakmark International Strategy新增联合利华、赛诺菲进入第四季度，退出诺华

2026-02-10 22:33

Oakmark International Strategy returned 4.93% in Q4, underperforming its benchmark MSCI World ex USA Index's 5.20% gain.
During the quarter, the strategy fund initiated a position in AstraZeneca (AZN), IMCD (IMCDY) (IMDZF), Sanofi (SNY) (SNYNF) (GCVRZ), Symrise (SYIEF) (SYIEY), and Unilever (UL) (UNLYF).
The fund eliminated its position in Exor (EXXRF), Komatsu (KMTUY) (KMTUF), Mercedes-Benz Group (MBGAF) (MBGYY), Novartis (NVS) (NVSEF), Sandvik (SDVKY) (SDVKF), Schroders (SHNWF), SKF (SKFRY), and Worldline (WWLNF) (WRDLY).
Source: Fund Letter

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