Oakmark Equity and Income Fund’s Q2 2023 Investor Letter

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” second quarter 2023 investor letter. A copy of the same can be downloaded here. The fund increased 5.3% in the second quarter compared to a 3.2% return for the Lipper Balanced Fund Index. For the calendar year to date, the fund returned 8.8% compared to a 7.6% return for the benchmark. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.