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 Q2 2025, returning 4.54% amid tariff-related market volatility. Management capitalized on this volatility by adding four high-conviction positions and fully exiting three holdings.
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The Oakmark Global Select Fund underperformed the MSCI World Index in Q2 2025, returning 4.54% amid tariff-related market volatility. Management capitalized on this volatility by adding four high-conviction positions and fully exiting three holdings.
