Virtus SGA Global Growth Fund: Q4 2025 Buys, Sells, And Standouts
Alphabet was a top contributor during the quarter, driven by accelerating growth across its core businesses and strong execution in AI-enabled products. Management raised its revenue growth guidance to the mid-30% range, and AI-related growth targets are expected to move above the current mid-40% level. Fast Retailing's scale and efficient supply chain help navigate macroeconomic headwinds while ongoing innovation in product design and marketing support brand strength.