Oakmark Global Fund’s Q2 2021 Investor Letter

Oakmark Funds, an investment management firm, published its “Oakmark Global Fund” second quarter 2021 investor letter – a copy of which can be seen here.  A return of 6.48% was reported by the fund for the Q2 of 2021, below both its MSCI World benchmark that delivered a 7.7% return and the Lipper Global Fund Index that had a 7.9% gain for the same period. You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.