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 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
While our strategy has underperformed – we believe our value investment process is time-tested and built to help us avoid value traps.
Daniel A. Nicholas, CFA
Client Portfolio Manager
August 14, 2024
Our Commentary
Commentary
As growth stocks continue to dominate, we take a closer look at what might really be driving this dynamic. Trends come and go,...
Commentary
Despite short-term price volatility, the future of value investing—especially overseas—looks extremely promising. We believe neglected areas of the market exist that are very attractively...
Commentary
We believe the bond market is rising from the 2022 rate reset and supply challenges and offers attractive risk-adjusted returns and diversification to support...
Commentary
Amid the unusually wide spread between high P/E and low P/E stocks that exists today, we are finding attractive investment opportunities across a diverse...
Commentary
While the outperformance of growth stocks weighed on our relative returns in the second quarter, it has also created opportunities to purchase shares in...
Commentary
This quarter, a U.S.-based communication services company was a top contributor, while a U.S. agriculture and construction equipment manufacturer was a detractor.
Commentary
This quarter, a U.S.-based communication services company was a top contributor, while a U.S. agriculture and construction equipment manufacturer was a detractor.
Commentary
This quarter, a Netherlands-based global consumer internet group contributed to performance, while a U.S.-based manufacturer was a detractor.
Commentary
A Norwegian-based hardware and software reseller was a top contributor this quarter, while a German application software company was a detractor.
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