Harris Associates International Strategy Q2 2024 Commentary [Seeking Alpha]
Embotelladora Andina S.A. (AKO.B)
Last embotelladora andina s.a. earnings: 10/25 04:50 pm
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koandina.com
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Source: Seeking Alpha
Harris Oakmark 1.42K Follower s Follow Summary Harris Associates is an asset management firm that serves as the investment adviser to the Oakmark Funds. We seek to invest in businesses that are priced at substantial discounts to our estimate of intrinsic value. International equities were flat in Q2; Consumer Discretionary and Industrials detracted, while Health Care and Financials contributed positively. The portfolio returned -3.02%, underperforming the MSCI World ex USA Small Cap Index, which returned -1.56%. Notable contributors included Atea, St. James's Place, and Konecranes, while TeamViewer, Dometic Group, and oOh!media were top detractors. New positions in Bravida Holding and Embotelladora Andina were initiated, while GN Store Nord and Schibsted Cl B were eliminated. Jinda Noipho/iStock via Getty Images Market Environment International equities finished flat during the second quarter, with six of eleven Global Industry Classification Standards sectors p
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