Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” second quarter 2025 investor letter. The fund underperformed its benchmark, the MSCI World Index (net), in the second quarter. A copy of the letter can be downloaded here. The largest performance contributors were industrials and financials, at the sector level, while health care and energy detracted. In addition, you can check the top 5 holdings of the fund to know its best picks in 2025.
In its second quarter 2025 investor letter, Oakmark Global Fund highlighted stocks such as Adidas AG (OTC:ADDYY)....
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