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.
Oakmark Global Fund generated a 5.96% return in Q2 2025, lagging its benchmark, but actively capitalized on tariff-driven market volatility to rotate capital into six new high-conviction positions at deep discounts to intrinsic value.
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Oakmark Global Fund generated a 5.96% return in Q2 2025, lagging its benchmark, but actively capitalized on tariff-driven market volatility to rotate capital into six new high-conviction positions at deep discounts to intrinsic value.