Carillon ClariVest International Stock Fund Q2 2025 Commentary
Raymond James Investment Management
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Comments Summary
Equities globally seem to have landed on the motto: keep calm and carry on. Major indexes in both U.S. and non-U.S. markets rose smartly over the quarter.
At the start of the quarter, compared to its MSCI ACWI (All Country World Index) ex-USA benchmark, the Carillon ClariVest International Stock Fund was most overweight in the information technology and utilities sectors, and most underweight in energy and materials.
Stock selection was strongest within financials and industrials, while it was weakest within communication services and utilities.
Investment Team
- David Vaughn, CFA, Portfolio Co-Manager
- Alex Turner, CFA, Portfolio Co-Manager
- Gashi Zengeni, CFA, Portfolio Co-Manager
Fund Characteristics
- Total Net Assets: $779.40 million
- Number of Holdings: 153
Top 10 Holdings
- Taiwan Semiconductor (TSM)
- Alibaba
This article was written by Raymond James Investment Management, a global asset-management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. They believe providing a lineup of institutional-class portfolio managers is the best way to help investors seek their long-term financial goals.
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