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Oakmark Global Fund’s Q2 2026 Investor Letter

Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Global Fund”. It is a non-diversified fund that focuses on long-term capital appreciation by investing in common stocks of U.S. and non-U.S. companies. In the second quarter, the fund (Investor Class) delivered a return of 7.89%, lagging the benchmark, the MSCI World Index’s 13.76% return. Health care and information technology were the top performance contributors at the sector level, while communication services and energy detracted from performance. AI remains a key market theme. The firm...