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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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"Oakmark Global outperformed its benchmark in Q4 2025, deploying capital into Gartner and Mondelēz on short-term market fears while exiting automotive giants GM and Mercedes-Benz."
For the fourth quarter of 2025, the Oakmark Global Fund outperformed its benchmark, the MSCI World Index, across multiple periods (quarter, year, and since inception). Top sector contributors were health care and IT, while consumer staples was the sole detractor. Geographically, top contributions came from the U.S., Switzerland, and South Korea, while China, the Netherlands, and Sweden detracted. During the quarter, Samsung Electronics led performance on a strong semiconductor turnaround, while Alibaba dragged due to heavy subsidies in Quick Commerce. The fund initiated new positions in Gartner and Mondelēz International, both purchased at discounted valuations driven by temporary market headwinds, and exited holdings in General Motors and Mercedes-Benz Group.
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Algorithmic conviction, macroeconomic posture, and risk appetite signals extracted from this quarterly letter with qualitative explanations.
Market Conviction
High-conviction positioning: Oakmark Global outperformed its benchmark in Q4 2025, deploying capital into Gartner and Mondelēz on short-term market fears while exiting automotive giants GM and Mercedes-Benz....
Growth Outlook
Market outlook remains above average conviction: Oakmark Global outperformed its benchmark in Q4 2025, deploying capital into Gartner and Mondelēz on short-term market fears while exiting automotive giants GM and Mercedes-Benz....
Risk Appetite
Risk appetite posture is above average conviction: Oakmark Global outperformed its benchmark in Q4 2025, deploying capital into Gartner and Mondelēz on short-term market fears while exiting automotive giants GM and Mercedes-Benz....
Capital Deployment
Manager actively deployed capital into high-conviction opportunities. Oakmark Global outperformed its benchmark in Q4 2025, deploying capital into Gartner and Mondelēz on short-term market fears while exiting automotive giants GM and Mercedes-Benz....
Forward Guidance
Forward guidance signal: Oakmark Global outperformed its benchmark in Q4 2025, deploying capital into Gartner and Mondelēz on short-term market fears while exiting automotive giants GM and Mercedes-Benz....
Language Signal
Tone analysis indicates above average conviction language: Oakmark Global outperformed its benchmark in Q4 2025, deploying capital into Gartner and Mondelēz on short-term market fears while exiting automotive giants GM and Mercedes-Benz....
Perceived Risk
Perceived risk level is evaluated as moderate conviction. Oakmark Global outperformed its benchmark in Q4 2025, deploying capital into Gartner and Mondelēz on short-term market fears while exiting automotive giants GM and Mercedes-Benz....
Opportunity Density
Opportunity density index indicates high conviction actionable entry points. Oakmark Global outperformed its benchmark in Q4 2025, deploying capital into Gartner and Mondelēz on short-term market fears while exiting automotive giants GM and Mercedes-Benz....
Time Horizon
Investment time horizon reflects a high conviction orientation. Oakmark Global outperformed its benchmark in Q4 2025, deploying capital into Gartner and Mondelēz on short-term market fears while exiting automotive giants GM and Mercedes-Benz....
