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Harris Associates International Equity Strategy's investment thesis on Bayer ($BAYN.DE) — Q4 2025 | Buyside Digest

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$BAYN.DENASDAQBayer

BULL

Harris Associates International Equity Strategy—BAYN.DE

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$49.40USD

+1.1% vs last month

$38.00Pitched

+30.0% since pitch

Market Cap$48.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

For the quarter ending December 31, 2025, the Oakmark International Strategy returned 4.93% (net of fees), slightly underperforming the MSCI World ex USA Index's return of 5.20%. Key contributors to...

— David Herro

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