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The purpose of the Oakmark Equity and Income Fund (MUTF:OAKBX, “the Fund”) is to (1)…
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Introduction Cenovus Energy (NYSE:CVE) (TSX:CVE:CA) is a large integrated oil and gas producer in Canada.…
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
T-Mobile US, Inc. (NASDAQ:TMUS) is one of the leading telco operators in the US market,…
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Investment Thesis Do you agree with me that it would be great to implement an…
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Moats and Monopolies Here at Moats and Monopolies, we run a concentrated portfolio of high…
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
MARKET OUTLOOK POSITIONING The fixed income investing landscape remained challenged in the third quarter. We…
Microsoft’s 21-month battle to pull off its blockbuster purchase of gaming company Activision has been…
The Oakmark Global Fund (MUTF:OAKGX, the “Fund”) returned 26.88% for the fiscal year ended September…
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