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FMI Large Cap Equity Q1 2026 Review
2026-04-22 · via All Articles on Seeking Alpha

Summary

  • FMI Large Cap Equity has a strong orientation to low absolute and relative valuation, which are key to the execution of its investment strategy.
  • In March, Sunbelt Rental made their primary stock listing in the U.S., with a secondary listing in London, UK.
  • The rail industry has shifted its gaze from service-driven volume growth to consolidation.
Growing money - 3 stacks US $100 bills

PM Images/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
Large Cap (Gross) -5.03%

27 Followers

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