Kenvue (US:KVUE) Yahoo Finance·2026-03-02 14:57分组1 - The SCCM Enhanced Equity Income Fund reported a 2.0% net return for Q4 2025 and a 7.5% net return for the year, underperforming its primary benchmark, the S&P 500 Buy/Write Index, which returned 6.5% and 8.9% respectively [1] - The strategy's performance was impacted by a lack of investor interest in high-dividend and low-volatility stocks, as well as a stagnant equity market across sectors [1] - The fund anticipates a positive economic outlook for 2026, driven by factors such as Federal Reserve interest-rate cuts, tax reductions, and potential lower tariffs [1] 分组2 - Kenvue Inc. (NYSE:KVUE), a consumer health company spun off from Johnson & Johnson, had a market capitalization of $36.634 billion and closed at $19.12 per share on February 27, 2026 [2] - Kenvue Inc. experienced a one-month return of 10.01% but saw a decline of 19.63% over the past 52 weeks [2] - The company was sold from the strategy during the quarter due to challenges such as pressures on US consumer spending, delayed seasonal demand, and competition from challenger brands [3] - Kenvue's stock valuation at 19x 2025 EPS is considered less compelling compared to when it was initially added to the portfolio in 2023 [3]