Harris Associates advised Oakmark Funds regarding their performance review for Q2 2025, noting both underperformance against the benchmark and outperformance since inception.
2 reports, 1 independent
Updated Jul 17
Gone quiet
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- Developments
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New informationRepeats or wire copies
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Harris Associates advised Oakmark Funds regarding their performance review for Q2 2025, noting both underperformance against the benchmark and outperformance since inception.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Harris Associates highlighted CDW to Oakmark Funds in July 2025.Sub-event
Harris Associates reviewed Oakmark Fund's Q2 2025 performance against the S&P 500 benchmark.1 source
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The entities involved
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Harris Associates
investment Firm
Nothing else this week.
Coverage
Newest first; wire copies grouped- Insider MonkeyIs IQVIA Holdings (IQV) an Attractive Investment Opportunity? Oakmark Funds, advised by Harris Associates, released its “Oakmark Select Fund” second quarter 2025 investor letter. A copy of the letter
- Insider MonkeyIs Targa Resources (TRGP) Well Positioned to Grow? Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q2 2025 investor letter. A copy of the letter can be down