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.
Since 1976, Harris Associates has provided tailored investment solutions for wealthy individuals and families.
We are long-term value investors. We apply a consistent investment philosophy and a fundamentally driven research process to build and manage our Funds. We seek to identify companies that are priced at a substantial discount to what we consider to be their underlying business value – and then we patiently wait for the gap between price and value to narrow.
Our Philosophy
Insights
International Investment Analyst Mahesh Rupanagudi describes how Oakmark’s value investment approach led to a recent investment in a life insurance company.
Mahesh Rupanagudi, CFA
International Investment Analyst
July 23, 2020
Our Commentary
Commentary
We expect both the economy and value investing to recover and believe that our portfolios are considerably undervalued and well positioned for both recoveries.
Commentary
The heightened market volatility has afforded us the opportunity to upgrade the portfolio by rebalancing existing positions and adding new ideas that offer compelling...
Commentary
The world’s efforts to curb the spread of the coronavirus began to have an impact and the significant U.S. fiscal stimulus, announced in late...
Commentary
Although these are unusual times, Oakmark is still practicing the same value philosophy it always has. Our analysts are paying especially close attention to...
Commentary
As always, our investment process attempts to identify issues selling for less than our estimate of their intrinsic value and to hold such issues...
Commentary
The top contributor to the Fund’s performance was a multinational conglomerate, while the largest detractor was a dominant retail bank in the U.K.
Commentary
The Fund’s top contributor this quarter was one of the world’s largest mining firms and commodities traders with headquarters in Switzerland, while the largest...
Commentary
The Fund’s top contributor this quarter was a Finnish engineering company that specializes in the manufacture and service of overhead cranes and lifting equipment,...
Commentary
Extreme market volatility gave us opportunities to attempt to increase the fundamental attractiveness of our portfolio. We were able to buy stocks in companies...
From opening a new mutual fund account to locating the shareholder information needed for tax planning and reporting purposes, find what you are looking for here.
