Here are Updates on Alcon’s (ALC) Compensation and Sustainability Matters

Core Insights - The fourth quarter of 2025 saw a strong divergence in market performance, with AI beneficiaries and cyclical sectors leading, while quality growth strategies faced challenges [1] - The SGA Emerging Markets Growth Strategy portfolio returned 0.8% (Gross) and 0.6% (Net) in Q4 2025, underperforming against the MSCI EM Net TR Index return of 4.7% and the MSCI EM Growth Net TR Index return of 3.3% [1] - For the full year 2025, the portfolio achieved returns of 23.8% (Gross) and 22.8% (Net), lagging behind the indexes which returned 33.6% and 34.3% respectively [1] - The portfolio anticipates annual revenue growth of 13% and earnings growth of 16% over the next three years [1] Company Insights - Alcon Inc. (NYSE:ALC) is highlighted as a key stock in the SGA Emerging Markets Growth Strategy, focusing on eye care products [2] - Alcon Inc. experienced a one-month return of 0.25% and a 12.05% decline in share value over the past 52 weeks, with a closing stock price of $79.20 and a market capitalization of $39.052 billion as of February 13, 2026 [2] - The SGA Emerging Markets Growth Strategy engaged with Alcon's leadership team in December 2025 to discuss ESG matters, specifically compensation and sustainability [3]