Columbia Overseas Value Fundの機関投資家向け株式は、2026年第1四半期に3.45%のリターンを記録し、エネルギー市場の急変動の中でベンチマークを上回る成績を収めた。
3月31日までの期間における同ファンドの運用成績は、MSCI EAFEバリュー指数ネットの2.00%というリターンを上回った。エネルギー株のオーバーウェイト戦略が寄与し、同セクターは42.09%上昇した。イランへの攻撃とホルムズ海峡の封鎖により供給懸念が高まったことで、ブレント原油価格は当四半期中に74.27%上昇した。TotalEnergiesやVermilion Energyなどの保有銘柄はエネルギー価格の上昇に伴い値を上げ、Sun Hung Kai Propertiesは香港の住宅価格回復を受けて上昇した。Columbia Managementの基本シナリオでは、ホルムズ海峡の実質的な封鎖が数週間続くと想定しており、これが世界的な成長の重石となる一方で、インフレ圧力が高まると予想している。
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South Korean stocks fell Friday morning after Iran's new leader vowed to maintain the blockade of the Strait of Hormuz, causing global crude prices to fluctuate around the $100 level. The KOSPI index dropped sharply at the open but trimmed losses later while staying in negative territory. Disruptions at the key Middle East waterway persist despite U.S. President Donald Trump's claim that the war is nearing an end.
The Columbia Floating Rate Fund posted a quarterly return of -0.39 percent, beating its benchmark index by 0.08 percentage points.
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The Fidelity Large Cap Stock Fund posted a quarterly return of negative 1.90 percent for the first three months of 2026. This result exceeded the negative 4.33 percent decline recorded by the S&P 500 index over the same period.
Greenlight Capital's funds delivered a 6.5% return in the first quarter of 2026, net of fees and expenses, outperforming the S&P 500's decline of 4.4%. The hedge fund cited gains from gold, healthcare, shipping, and energy stocks amid uncertainty from the war in Iran. Managers emphasized capital preservation given limited downside priced into markets.
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The John Hancock Multimanager 2020 Lifetime Portfolio delivered a positive return and beat its benchmark in the first quarter of 2026.
Korean stocks closed lower on Thursday amid escalating tensions in the Strait of Hormuz, which caused volatility in global oil prices. The KOSPI index fell 0.48 percent to 5,583.25, while the won weakened sharply to 1,481.2 against the U.S. dollar, down 14.7 won. Despite the International Energy Agency's plan to release oil reserves, investors remained cautious over fears of a prolonged conflict.
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Conestoga Capital Advisors' Small Cap Composite Portfolio returned -5.01% net-of-fees in the first quarter of 2026, trailing the Russell 2000 Growth Index's -2.81% decline. The fund faced headwinds from software stocks amid valuation compression. Positive contributions came from industrial holdings.