Oakmark
Oakmark Fixed Income
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Oakmark for every strategy.
Its investment theses
- Oracle CorporationJun 2026Oracle’s enterprise relationships, proprietary software, recurring cash flows and mission-critical data assets position it to benefit across different AI outcomes.
- Meta Platforms, Inc.Jun 2026Meta Platforms benefits from massive scale and multiple AI monetization paths, making it an attractive way to gain AI exposure.