What Offers Centene Corporation (CNC) an Attractive Growth Outlook?

Harris Oakmark recently released its first-quarter 2026 investor letter for the “Oakmark Equity and Income Fund”. Oakmark Equity and Income Fund’s objective is to deliver returns while preserving and enhancing capital. A copy of the letter can be downloaded here. The portfolio consists of US equities and fixed-income securities.  The allocation was 56.1% in equities, 40.2% in fixed income, and 3.7% cash. The Fund (Investor Class) underperformed the 60% S&P 500 / 40% Bloomberg U.S. Aggregate Bond Index in the quarter and has outperformed since its inception. The equity portion of the...