分组1 - Pzena Focused Value Strategy underperformed the Russell 1000® Value Index in Q4 2025, with a net return of 2.5% compared to the Index's 3.8% [1] - The firm identifies appealing valuation differences in the current market, which is seen as favorable for long-term value investors [1] - FMC Corporation (NYSE:FMC) was highlighted as a significant detractor in the Pzena Focused Value Strategy, with its stock down 71.23% over the past twelve months [2][3] 分组2 - FMC Corporation's stock closed at $15.80 per share on January 30, 2026, and delivered a 0.17% return in the past month [2] - The decline in FMC Corporation's stock was attributed to disappointing Q3 results, management's guidance and dividend cuts, delayed customer collections in Brazil, and increased generic competition [3] - FMC Corporation is not among the 30 most popular stocks among hedge funds, with 35 hedge fund portfolios holding its stock at the end of Q3 2025, down from 43 in the previous quarter [4]

Group 1 - FMC Corporation is a global agricultural giant that provides innovative and sustainable crop protection solutions, with a history dating back to 1883 [1] - The company has evolved significantly over the years, entering various businesses beyond its initial focus on insecticide spraying [1] Group 2 - The analyst expresses a focus on undervalued and disliked companies or industries with strong fundamentals and good cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - The analyst emphasizes a long-term value investing approach while also engaging in deal arbitrage opportunities [1]