Harbor Diversified International All Cap Fund Q3 2025 Commentary [Seeking Alpha]
SYSMEX CORP UNSP/ASDR (SSMXY)
NASDAQ:AMEX Investor Relations:
sysmex.co.jp/en/ir/index.html
Company Research
Source: Seeking Alpha
Regionally, positive stock selection was outweighed by negative allocation effects, due in large part to the Fund's underweight to China versus the index. We are beginning to see signs that the unprecedented global tightening cycle of the past few years is having an impact on companies. Due to the lag in impact, we expect to see increased opportunity in the bottom half in the coming years. Sumedha Lakmal/iStock via Getty Images We are beginning to see signs that the unprecedented global tightening cycle of the past few years is having an impact on companies. - Marathon London Market in Review The third quarter was mostly This article was written by Quick Insights Negative allocation effects, especially underweight China and Information Technology, outweighed positive stock selection, leading to slight underperformance versus the benchmark. The recent global tightening cycle is expected to generate more capital cycle opportunities among lower-return companies as 'z
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