Oakmark Global Select Fund’s Q1 2026 Investor Letter

Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Select Fund” first-quarter 2026 investor letter. 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 first quarter, the fund (Investor Class) delivered a return of -8.12%, lagging behind the benchmark, the MSCI World Index’s -3.57% return. Energy and industrials were the top performance contributors at the sector level, while health care and consumer discretionary detracted from performance. In addition, you can check the Fund’s top five holdings to determine its best picks for 2026.

A copy of Oakmark Global Select Fund’s Q1 2026 investor letter can be downloaded here.