This is what helps LVMH Moët Ennessy – European company (LVMUY) Louis Vuitton (LVMUY) maintain attractive growth
Oakmark funds, advice Harris Associatesreleased the 2025 investor letter for the first quarter of the “Oakmark International Fund.” A copy of a letter can do so I downloaded it from here. The fund’s investor equity class for the quarter ended March 31, 2025 returned 7.88% compared to the MSCI World Ex USA Index’s 6.20% return. Since its inception, the fund has returned 8.37% compared to the index’s 6.07% return. The finance and healthcare sector contributed to the fund’s performance over the quarter, but communication services and information technology were undermined. Plus, you can check out our top 5 holdings for funds to determine the best picks of 2025.
In its first quarter 2025 investor letter, Oakmark International Fund highlighted stocks such as LVMH Moet Hennessy – Louis Vuitton, Societe Europe (OTC:lvmue). LVMH Moët Ennessy – Louis Vuitton, Societe Europe Ennes (OTC: LVMUY) is a major luxury product company. LVMH Moe Hennessy’s Month Return – Louis Vuitton, Societe Europaen (OTC: LVMUY) is -18.44%, and its stock has lost 36.20% of its value in the past 52 weeks. On April 16, 2025, LVMH Moet Hennessy – Louis Vuitton, Societe Europaennes (OTC: LVMUY) shares closed at $108.93 per share and closed at a market capitalization of $2763.1 billion.
The Oakmark International Fund stated the following about LVMH Moet Hennessy – Louis Vuitton, Societe Europe Ennes (OTC: LVMUY) 2025 Investor Letter:
“LVMH Moet Hennessy – Louis Vuitton, European Company (OTC: LVMUY) is the world’s largest luxury company with a portfolio of 75 brands, including Louis Vuitton and Christian Dior. Importantly, the company focuses on fashion and leather products. This is one of the more attractive subcategories within the sector, driving industry-leading profitability due to the high brand’s desirability and scale. The business is run by Bernard Arnaud, who considers himself to be one of Europe’s best CEOs, and is perfectly in line with shareholders considering the ownership of the 41% of the family. This opportunity exists due to recent fears about tariffs and macro-environment (first in China, increasingly in the US). I consider this a rare opportunity to purchase LVMH shares with valuations discounted on the transaction history of my colleagues and the company themselves. The industry is recovering in the medium term, and we hope that recent innovations will help to maintain attractive revenue growth and self-help help re-stimulate revenue growth. ”
The company’s stunning jewelry display with diamonds and gold highlights the company’s commitment to quality.