Highlights
- Harris | Oakmark’s value-driven fixed income approach seeks to deliver durable, risk aware outcomes for clients by focusing on what ultimately matters: underlying credit strength.
- Rather than chasing yield or timing macro shifts, the team applies deep, bottom-up research to identify bonds they believe are mispriced by short-term market pressures. A deliberately concentrated portfolio, enhanced by close collaboration with the equity research team, allows high-conviction ideas to meaningfully impact results.
- Market volatility is viewed not as a risk to avoid, but as an opportunity to invest in attractively valued credits.
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Learn more about the Oakmark Bond Fund here.
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The information, data, analyses, and opinions presented herein (including current investment themes, the portfolio managers’ research and investment process, and portfolio characteristics) are for informational purposes only and represent the investments and views of the portfolio managers and Harris Associates L.P. as of the date written and are subject to change and may change based on market and other conditions and without notice. This content is not a recommendation of or an offer to buy or sell a security and is not warranted to be correct, complete or accurate.
Certain comments herein are based on current expectations and are considered “forward-looking statements”. These forward looking statements reflect assumptions and analyses made by the portfolio managers and Harris Associates L.P. based on their experience and perception of historical trends, current conditions, expected future developments, and other factors they believe are relevant. Actual future results are subject to a number of investment and other risks and may prove to be different from expectations. Readers are cautioned not to place undue reliance on the forward-looking statements.
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