Harris Oakmark U.S. Concentrated Strategy’s Q2 2026 Investor Letter

Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark U.S. Concentrated Strategy”. The strategy returned 9.21% (net) in the second quarter, lagging the Russell 1000 Value Index’s 13.87%. U.S. equities finished higher during the quarter, with nine of eleven GICS sectors posting gains, led by technology and industrials, while energy and utilities detracted. The market showed concentrated leadership, with investors favoring companies that benefit from...