Oakmark Global Fund is Bullish SAP SE (SAP)

Oakmark Funds, an investment management firm, published its “Oakmark Global Fund” first quarter 2021 investor letter – a copy of which can be seen here.  A return of 11.1% was reported by the fund for the Q1 of 2021, outperforming both its MSCI World benchmark that delivered a 4.9% return and the Lipper Global Fund Index that had 3.7% gain for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.

Oakmark Global Fund, in their Q1 2021...