Oakmark Equity and Income Fund’s Q4 2025 Investor Letter

Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q4 2025 investor letter. Oakmark Equity and Income Fund’s objective is to deliver returns while preserving and enhancing capital. The portfolio consists of US equities and fixed-income securities.  The allocation was 60.0% in equities, 38.5% in fixed income, and 1.5% cash. The Fund (Investor Class) outperformed the 60% S&P 500 / 40% Bloomberg U.S. Aggregate Bond Index both in the quarter and...