Oakmark
Oakmark Equity and Income Fund
Large-cap Income
Mar 2025 → Mar 2026
Our archive holds 4 letters from this strategy, behind 5 investment theses and positions in 5 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 2 years — follow all of Oakmark for every strategy.
Its investment theses
- Netflix, Inc.Mar 2026Netflix, Inc. is the scaled leader in streaming with a moat from content economics and an attractive valuation despite transient concerns.
- Adobe Inc.Mar 2026Adobe Inc. is a leading cloud software company with entrenched products, a sound AI strategy, and a discounted valuation.
- Centene CorporationMar 2026Centene Corporation is the leading government managed care provider with scale advantages and cyclical margin recovery potential at a discounted valuation.
- Sysco CorporationMar 2026Sysco Corporation is a scale-advantaged foodservice distributor benefiting from secular trends and a turnaround, available at an attractive valuation.
- Roper Technologies, Inc.Mar 2026Roper Technologies, Inc. is a capital-light vertical software compounder with durable moats, strong margins, and discounted valuation.