Oakmark Global Select Fund’s Q4 2025 Investor Letter

Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Select Fund” fourth-quarter 2025 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 fourth quarter, the fund (Investor Class) delivered a return of 2.91%, lagging behind the benchmark, the MSCI World Index’s 3.12% gain. Healthcare and financials were the top performance contributors at the sector level, while the consumer discretionary and consumer staples detracted from performance. In addition, you can check the Fund’s top five holdings to determine its best picks for 2025.

A copy of Oakmark Global Select Fund’s Q4 2025 investor letter can be downloaded here.