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 Global Select Fund underperformed the MSCI World Index in Q4 2025. Key activity included establishing a new position in Sanofi and completely exiting Mercedes-Benz and Roche, while Bayer and Alibaba acted as the quarter's primary driver and detractor, respectively.
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The Oakmark Global Select Fund underperformed the MSCI World Index in Q4 2025. Key activity included establishing a new position in Sanofi and completely exiting Mercedes-Benz and Roche, while Bayer and Alibaba acted as the quarter's primary driver and detractor, respectively.
