Oakmark
Oakmark Global Fund
Global Large-cap
Sep 2025 → Mar 2026
Our archive holds 3 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.
3 letters in 2 years — follow all of Oakmark for every strategy.
Its investment theses
- Compass GroupMar 2026Compass Group is a scale leader in contract foodservice with resilient recurring revenues and an attractive entry point after multiple compression.
- Hamamatsu PhotonicsMar 2026Hamamatsu Photonics is a dominant photon technology supplier with sticky customer relationships trading at a discount due to cyclical weakness.
- GartnerDec 2025Gartner is a leading IT research provider with strong brand, high FCF conversion, and reacceleration potential amid overstated AI-related disruption concerns.
- Mondelēz InternationalDec 2025Mondelēz International is a global snacking leader with strong brands, pricing power, and margin upside as commodity inflation eases, acquired at a discounted valuation.
- Targa ResourcesSep 2025Targa Resources is a leading midstream natural gas and NGL company with significant competitive advantages and stable earnings from long-term contracts, well-positioned for growth despite recent market uncertainties.