FMI International Equity Portfolio (Unhedged) Q3 2025 Commentary
FMI International Equity Portfolio (Unhedged) Q3 2025 Commentary Nov. 24, 2025 12: 15 AM ETFMI International Fund II Currency Unhedged Institutional Class (FMIFX)FMIFX Fiduciary Management Inc 17 Follower s Comments Summary We utilize a business owner’s approach to investing, thoroughly investigating the economics of the business and the quality of the management team. The portfolio generally consists of 25-40 companies and is diversified across industries. We initiated a 1. 7% position in Fluidra S. A., a leading pool equipment manufacturer, in September 2025. Investment Philosophy Purchase durable business franchises that are selling at a discount to their intrinsic value. Investment Process We utilize a business owner’s approach to investing, thoroughly investigating the economics of the business and the quality This article was written by 17 Follower s Fiduciary Management, Inc. (“FMI”), founded in 1980, is an independent money management firm based in Milwaukee, Wisconsin. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. As of 3/31/2024, FMI has approximately $16. 1 billion in AUA ($15. 8 Billion AUM). For inquiries or communication, please use Fiduciary Management’s official channels. Comments Recommended For You.
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