FMI Global Equity Q1 2026 Commentary
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Fiduciary Management Inc28 FollowersFollow5ShareSavePlay(6min)CommentsSummaryWe have a strong orientation to low absolute and relative valuation, which are key to the execution of our investment strategy.When an acceptable level of conviction is achieved, the appropriate weighting (considering liquidity, valuation, etc.) is discussed and determined.Given decelerating insurance pricing and declining interest rates (i.e. peak investment income yield), Arch is entering a period of slower growth. Hiroshi Watanabe/DigitalVision via Getty Images Investment Philosophy: Purchase durable business franchises that are selling at a discount to their intrinsic value. Performance Quarter YTD 1 Year 3 Years 5 Years 10 Years Since Inception Global Equity (Gross) -7.32% This article was written byFiduciary Management Inc28 FollowersFollowFiduciary Management, Inc. (“FMI”), founded in 1980, is an independent money management firm based in Milwaukee, Wisconsin. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. As of 3/31/2024, FMI has approximately $16.1 billion in AUA ($15.8 Billion AUM). Note: This account is not managed or monitored by Fiduciary Management and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Fiduciary Management's official channels.