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AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
Oakmark

Oakmark Global Select Fund

Global

Mar 2025 → Mar 2026

Our archive holds 4 letters from this strategy, behind 3 investment theses and positions in 3 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

  • SalesforceMar 2026Salesforce is a leading enterprise software company improving profitability and leveraging AI with further margin upside, trading at a discount to intrinsic value.
  • Molina HealthcareMar 2025Molina Healthcare is a leading managed care company with strong growth potential in Medicaid and untapped opportunities in Medicare and Marketplace, currently available at a discount due to temporary earnings pressure.
  • Sysco CorporationMar 2025Sysco Corporation is a leading food service distribution company that, despite recent growth challenges in independent restaurants, is poised for long-term success due to strategic changes in its salesforce and a strong market position.

Every letter

2026

  • March 2026

2025

  • December 2025
  • September 2025
  • March 2025

Other Oakmark strategies

  • Oakmark International Fund5
  • Oakmark Equity and Income Fund4
  • Oakmark International Small Cap Fund4
  • Oakmark Bond Fund3
  • Oakmark Global Fund3
  • Oakmark Select Fund3
  • Oakmark Fixed Income1
  • Oakmark Fixed Income Market1
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