Giverny Capital Asset Management Trimmed Ametek (AME) on Valuation
تحليل معلومات السوق
مدعوم بالذكاء الاصطناعيGiverny Capital Asset Management trimmed its Ametek (AME) position due to valuation concerns, impacting the fund's performance in Q4 2025 and YTD.
Market impact analysis based on bearish sentiment with 80% confidence.
سياق المقال
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. The Portfolio returned 0.01% compared to 2.66% for the S&P 500. YTD, the fund returned 12.58% compared to 17.88% for the Index. The firm faced a challenging fourth quarter and calendar year, […]
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