Insights
Markets in turmoil: Our views on the tariffs
April 7, 2025
The Harris | Oakmark investment team weighs in on the potential impacts of the recently announced tariffs.
Insights
April 7, 2025
The Harris | Oakmark investment team weighs in on the potential impacts of the recently announced tariffs.
Insights
March 23, 2025
Portfolio manager Bobby Bierig discusses our value investing philosophy and recently launched Oakmark U.S. Large Cap ETF (OAKM) on First Look ETF.
Insights
February 27, 2025
Portfolio Managers Alex Fitch, Robert Bierig and Mike Nicolas answer shareholder questions ranging from the impact of inflation and AI, to portfolio positioning and...
Insights
January 15, 2025
Portfolio Managers Bill Nygren and Mike Nicolas discuss what has contributed to the shrinking large cap universe, how it can impact portfolio construction and...
Insights
January 13, 2025
CIO-International Equities and Portfolio Manager David Herro discusses how current stock valuations are remarkably low, what actions companies are taking to address the value...
Insights
January 6, 2025
CIO-U.S. and PM Bill Nygren discusses the wide spread in valuations in today’s S&P 500 and the opportunity it may provide for the patient...