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Oakmark Global Select Fund's investment thesis on Bayer ($BAYRY) — Q4 2025 | Buyside Digest

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$BAYRYNASDAQBayer

BULL

Oakmark Global Select Fund—BAYRY

Fund Letter

Q4 2025

Published December 31, 2025

View Fund Profile

$14.24USD

+0.4% vs last month

$11.09Pitched

+28.4% since pitch

Market Cap$56.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The manager highlights positive clinical trial results for its stroke drug Asundexian, which could become a major growth driver for the pharmaceuticals division. Additionally, regulatory support...

— David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. Sitarz

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