Oakmark Select Fund 2Q15 Letter: Chesapeake Energy HurtsVW Staff
Oakmark Select Fund's letter to investors for the second quarter ended June 30, 2015.
The Oakmark Select Fund was essentially flat for the quarter, as was the S&P 500 Index. Three quarters into our fiscal 2015, the Oakmark Select Fund has returned 2%, compared to 6% for the S&P 500 Index. Our best performers in the quarter were Amazon, up 17%, and a number of our financials, including AIG, which increased by more than 10%. Our worst performing names were Calpine and Chesapeake Energy, both of which declined by more than 20%. From a sector . . .
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