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.