The Oakmark Funds are advised by Harris Associates L.P. an autonomous subsidiary of Natixis Investment Managers, L.P.
Learn more about the principles and philosophy behind our funds at HarrisAssoc.com.
Customized Wealth Management Services for Individuals, Families & Advisors
Since 1976, Harris Associates has provided tailored investment solutions for wealthy individuals and families.
We have launched our first ETF! Managed by Bill Nygren, Bobby Bierig and Mike Nicolas, OAKM combines our value investing experience with the benefits of an active, fully transparent ETF.
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Insights
Harris | Oakmark Head of U.S. Research and Portfolio Manager Alex Fitch discusses product “innovations” that tend to emerge with new market cycles, and...
June 20, 2025
Our Commentary
Commentary
During March, the S&P 500 fell 10% from its year-to-date peak in January; should investors be worried? Considering past market cycles, we believe...
Commentary
As non-U.S. company earnings improve, and leadership and policy changes take place in Europe – the valuation gap is starting to narrow. However,...
Commentary
As tariffs and news headlines drive uncertainty, fixed income markets have started pricing in the impacts – presenting opportunity for value investors.
Commentary
With stock prices down, the team is taking advantage of the opportunity by seeking companies with attractive risk-adjusted returns. An insurance company was a...
Commentary
With stock prices down, the team is taking advantage of the opportunity by seeking companies with attractive risk-adjusted returns. A financial services holding was...
Commentary
The Fund had a strong quarter; a financial holding was a top contributor, while a technology company was a top detractor.
Commentary
The Fund had a strong quarter; a financial holding was a top contributor, while a technology company was a top detractor.
Commentary
The Fund outpaced its benchmark this quarter; a financial holding was a top contributor while a communications company was a top detractor.
Commentary
The Fund benefitted from its overweight to European equities; a facilities management company was a top contributor while a building materials company was a...
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