Oakmark Fund’s Q3 2024 Investor Letter

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” third quarter 2024 investor letter. The fund returned 7.38% in the third quarter, compared to a 5.89% return for the S&P 500 Index. The fund has returned 12.86% since its inception compared to the index return of 10.67% over the same period. The largest contributors to the fund for the quarter were financials and industrials while the energy sector detracted. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.

A copy of Oakmark Fund’s Q3 2024 investor letter can be downloaded here.