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 International Strategy outperformed its benchmark in Q2 2025 with a 12.82% net return, aggressively deploying capital into dominant franchises like ASML on short-term weakness while declaring the death of the U.S. growth outperformance era.
Full Quick Take
The Oakmark International Strategy outperformed its benchmark in Q2 2025 with a 12.82% net return, aggressively deploying capital into dominant franchises like ASML on short-term weakness while declaring the death of the U.S. growth outperformance era.
