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.
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.
ETFs, interest rates, the election—what shareholders are asking about | U.S. equity market commentary 3Q 2024
September 30, 2024
We thought it was a good time to reach out to shareholders and answer their questions.
A frank conversation about recent performance—and why we focus on the long term | International equity market commentary 3Q 2024
September 30, 2024
In the short term, the market prices businesses based on narrow, short-term influences, but fundamental business value is determined by long-term factors, notably the strength and durability of cash flow streams.
Details are where the value is | Fixed income market commentary 3Q 2024
September 30, 2024
It’s easy to be distracted by escalating risks in the Middle East and Asia, Fed decisions, and the looming U.S. elections. In this commentary, we show how we stay focused amidst the tumult.
Oakmark Fund: Third Calendar Quarter 2024
September 30, 2024
We continue to find attractive investment opportunities across a wide variety of sectors amid the unusually wide spread between high P/E and low P/E stocks that exists today.
Oakmark Select Fund: Third Calendar Quarter 2024
September 30, 2024
We continue to find opportunities to purchase undervalued stocks across a diverse group of industries. Over the long term, we believe these investments can generate attractive returns for our clients.
Oakmark Global Fund: Third Calendar Quarter 2024
September 30, 2024
This quarter, a U.K. wealth manager was the top contributor, while a France-headquartered luxury goods company was the top detractor.
Oakmark Global Select Fund: Third Calendar Quarter 2024
September 30, 2024
This quarter, a China-headquartered consumer discretionary company was the top contributor, while a South-Korea headquartered technology company was the top detractor.
Oakmark International Fund: Third Calendar Quarter 2024
September 30, 2024
This quarter, a China-headquartered consumer discretionary company was the top contributor, while a France-headquartered luxury goods company was the top detractor.
Oakmark International Small Cap Fund: Third Calendar Quarter 2024
September 30, 2024
This quarter, a U.K. wealth manager was the top contributor, while a Mexico-headquartered cable company was the top detractor.
Oakmark Equity and Income Fund: Third Calendar Quarter 2024
September 30, 2024
We continue to find attractive investment opportunities across sectors and asset classes that meet our value investment criteria.
Oakmark Bond Fund: Third Calendar Quarter 2024
September 30, 2024
Fund returns were driven by credit selection and asset allocation. We think fixed income market focus will shift from rates toward credit selection as a value driver.
What goes up… keeps going up. But we aren’t buying it. | U.S. equity market commentary 2Q 2024
June 30, 2024
As growth stocks continue to dominate, we take a closer look at what might really be driving this dynamic. Trends come and go, and markets react – but at Oakmark, we focus on...
Featured
CIO PERSPECTIVES
Insights and Commentary
Bill Nygren, CIO- U.S.
CIO PERSPECTIVES
Insights and Commentary
David Herro, CIO-International
FIXED INCOME PERSPECTIVES
Insights and Commentary
Adam Abbas, Head of Fixed Income