Oakmark International Fund Picked Unilever PLC (UL) Despite Mixed Growth Drivers

Oakmark Funds, advised by Harris Associates, released its “Oakmark International Fund” fourth-quarter 2025 investor letter. It is a diversified fund that focuses on long-term capital appreciation by investing in common stocks of non-U.S. companies, generally in the mid and large-cap spectrum. A copy of the letter can be downloaded here. In the fourth quarter, the fund (Investor Class) delivered a return of 4.83%, outperforming the benchmark, the MSCI World ex USA Index’s 5.20% gain. Healthcare and financia ...