Harris Oakmark recently released its third-quarter 2026 investor letter for its “Oakmark Global Fund”. The letter can be downloaded here. The Fund (Investor Class) returned 1.68% for the quarter, slightly trailing the MSCI World Index’s 1.88% return. Key performance contributors included information technology and financials, while consumer discretionary and industrials detracted. Regional allocations were predominantly 50.6% in the U.S., 33.9% in Europe ex U.K., and 4.8% in Asia ex...
IQVIA Holdings (IQV) Gains as Improving Demand Environment and High Win Rates
