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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News
CIO-International Equities and Portfolio Manager David Herro talked about why the growth rates of European companies are not based on where they’re located but...
January 15, 2025
News
January 7, 2025
Our Commentary
Commentary
Despite the dwindling large-cap stock universe, we are still finding fundamentally large businesses that meet our value investment criteria.
Commentary
While the value spread between U.S. and international equities continues to expand, we are encouraged by management teams that are taking action to grow...
Commentary
As the deficit increases and market noise continues, we are focused on finding value in fixed income assets.
Commentary
While broad market valuations are above historic averages, the wide spread in valuation multiples is providing us with opportunities to invest in a diversified...
Commentary
We believe the wide spread in valuation multiples provides our clients with both a margin of safety and the potential for superior future returns.
Commentary
A top contributor to the Fund’s performance was a U.S.-headquartered consumer finance company, while a Germany-headquartered agriculture and pharma company was a top detractor.
Commentary
A top contributor to the Fund’s performance was a U.S.-headquartered consumer finance company, while a top detractor was a Germany-headquartered agriculture and pharma company.
Commentary
Despite a challenging fourth quarter and 2024, we are enthused by the Fund’s mid- to long-term prospects given the quality of the businesses in...
Commentary
While the fourth quarter and 2024 were challenging, we believe the low valuation levels on businesses in the portfolio should be conducive to the...
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