Oakmark Funds, advised by Harris Associates, released its “Oakmark Select Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the fund underperformed the benchmark, the S&P 500 Index, while it has outperformed the benchmark since inception. Financials and consumer discretionary were the largest contributors at the sector level, while health care and energy detracted. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its second quarter 2025 investor letter, Oakmark Select Fund highlighted...
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