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What Makes Baxter International (BAX) an Attractive Long-Term Opportunity?

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” second quarter 2023 investor letter. A copy of the same can be downloaded here. The fund returned 8.6% in the second quarter compared to an 8.7% return for the S&P 500 Index. Year-to-date, the fund returned 17.4% compared to a 16.9% return for the benchmark. Despite the […] ....

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Do You Believe in the Long-Term Prospects of Blackstone (BX)?

Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2023 investor letter. A copy of the same can be downloaded here. In the first quarter, the fund rose 7.07% (Institutional Shares) compared to a 2.39% return for the MSCI US REIT Index (the “REIT Index”) and a 4.73% return for the […] ....

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