Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The Oakmark Select Fund underperformed the S&P 500 in Q2 2025 but leveraged market volatility and tariff fears to build high-conviction positions in undervalued CROs and technology leaders.
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The Oakmark Select Fund underperformed the S&P 500 in Q2 2025 but leveraged market volatility and tariff fears to build high-conviction positions in undervalued CROs and technology leaders.
