Goldman Sachs Mid Cap Value Fund Q1 2025 Commentary

Summary

  • US equities corrected in Q1 2025 amid tariff, AI, and economic uncertainty, but labor market and inflation data signaled resilience.
  • Our Mid Cap Value Fund underperformed its benchmark, with Consumer Staples and Utilities contributing positively, while IT and Consumer Discretionary detracted.
  • We remain constructive on long-term holdings like BJ's Wholesale, Cencora, and Marvell, emphasizing quality balance sheets and strong management.
  • Active management and bottom-up stock selection are critical in navigating volatility; we prioritize quality businesses for long-term outperformance.

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Market Overview

The S&P 500 Index (SP500, SPX) decreased by 4.27% (total return, in USD) in the first quarter of 2025, whereas the Russell 2000 (RTY) decreased by 9.48% (total return, in USD). The S&P 500 Index

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