Harris Oakmark recently released its third-quarter 2026 investor letter for its “Oakmark Global Select 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. The letter can be downloaded here. The Fund (Investor Class) returned 5.14% for the quarter, surpassing the MSCI World Index’s return of 1.88%. Key sectors contributing to performance included health care and information technology, while...
Discounted Valuation Creates Entry Point in Global Luxury Leader LVMH Moët Hennessy – Louis Vuitton, Société Européenne (LVMUY)
