Oakmark Funds, advised by Harris Associates, released its Q2 2025 investor letter for the Oakmark Equity and Income Fund. The equity portfolio returned 4.67% in the second quarter, underperforming the S&P 500 Index due to an underweight in technology stocks. The fixed income portfolio returned 1.97% compared to the Bloomberg U.S. Aggregate Bond Index.

Zimmer Biomet Holdings, Inc. (NYSE: ZBH) was highlighted in Oakmark Equity and Income Fund’s Q2 2025 letter. The medical technology company saw a 1.35% one-month return, with shares losing 11.58% over the last 52 weeks. On July 14, 2025, ZBH stock closed at $93.82 per share with a market capitalization of $18.57 billion.

According to Oakmark Equity and Income Fund’s investor letter, Zimmer Biomet Holdings, Inc. (NYSE: ZBH) is a leading medical device company with a strong position in orthopedics. The company’s recent initiatives are expected to streamline operations and drive product innovation, offering a discounted valuation compared to peers and the broader market.

Zimmer Biomet Holdings, Inc. (ZBH) is not among the 30 most popular stocks among hedge funds. Despite reporting net sales of $1.909 million in Q1, 52 hedge fund portfolios held ZBH at the end of the first quarter. While ZBH shows investment potential, certain AI stocks may offer greater upside with less downside risk, especially in the current market environment.

Read more at Yahoo Finance: What Makes Zimmer Biomet Holdings (ZBH) an Investment Opportunity?