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
News
Harris Associates is pleased to announce that the Oakmark International Small Cap Fund (Institutional) is a Refinitiv Lipper Fund Award (USA) 2023 winner for...
March 24, 2023
Our Commentary
Commentary
This quarter’s commentary includes an excerpted version of my interview with The Motley Fool.
Commentary
We initiated two new holdings and eliminated two others in the fourth quarter. We believe that these new investments are more attractive positions on...
Commentary
We believe that the lower and more widely dispersed valuations in the market today have allowed us to redeploy capital into increasingly attractive investments....
Commentary
There were two great lessons in the difficulty of predictions this year. First, professional market forecasters nailed their call on aggregate company fundamentals, but...
Commentary
A top contributor to the Fund’s performance was the largest operator of for-profit hospitals and related health care services in the U.S., while a...
Commentary
A top contributor for the quarter was an Italian retail and commercial bank, while a top detractor was a Swiss financial services company.
Commentary
A Finnish engineering firm that specializes in overhead lifting equipment was a top contributor, while an investment company based in Indonesia that owns and...
Commentary
Keep in mind that balanced funds’ historically lower volatility has enabled many investors to weather market turbulence while still realizing attractive returns. With the...
Commentary
This year will be remembered for being possibly one of the most challenging years for fixed income markets in terms of returns and sheer...
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.
