Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Equity and Income Fund”. Oakmark Equity and Income Fund aims to maximize returns while preserving and enhancing capital. The portfolio consists of US equities and fixed-income securities. The allocation was 60.1% in equities, 38.9% in fixed income, and 1.0% cash. The Fund (Investor Class) underperformed the 60% S&P 500 / 40% Bloomberg U.S. Aggregate Bond Index in the quarter and has outperformed since its inception. The equity portion of the portfolio generated 6.84% compared to 15.20% for the...
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