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.
Insights
With the direction of yields unclear, opportunities have shifted toward security selection. See how a disciplined, value-driven approach has the potential to uncover mispriced...
May 19, 2026
Insights
In this recent video, Portfolio Manager Michael Nicolas discusses how AI fears have driven sharp selloffs across software—but history suggests broad narratives often miss...
May 12, 2026
Insights
Tony Coniaris, Co-CIO International Equities, shares insights on the surprising shifts in the market, the dramatic impact of AI innovation, and how global events...
May 12, 2026
News
Harris | Oakmark announces planned investment team and leadership updates, reinforcing long-term succession planning and a disciplined value investing approach.
April 2, 2026
Insights
Oil prices may swing wildly, but we focus on value driven by fundamentals. Alex Fitch, Director of U.S. Research, explains how a bottom‑up approach...
March 20, 2026
News
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Squawk Box” to discuss the latest market trends and why he doesn't think recent volatility will...
March 13, 2026
News
We're excited to share that Morningstar has recognized Harris | Oakmark’s Oakmark U.S. Large Cap ETF (OAKM) as one of the “Best Active ETFs...
March 4, 2026
News
Co-CIOs-International David Herro and Tony Coniaris discuss how they’re uncovering high‑quality global businesses trading at compelling valuations.
February 28, 2026
Insights
The software sector has experienced a dramatic shift in market perception over the past decade, moving from high valuation optimism to concerns about AI's...
February 13, 2026
Insights
May 19, 2026
With the direction of yields unclear, opportunities have shifted toward security selection. See how a disciplined, value-driven approach has the potential to uncover mispriced...
Insights
May 12, 2026
In this recent video, Portfolio Manager Michael Nicolas discusses how AI fears have driven sharp selloffs across software—but history suggests broad narratives often miss...
Insights
May 12, 2026
Tony Coniaris, Co-CIO International Equities, shares insights on the surprising shifts in the market, the dramatic impact of AI innovation, and how global events...
News
April 2, 2026
Harris | Oakmark announces planned investment team and leadership updates, reinforcing long-term succession planning and a disciplined value investing approach.
Insights
March 20, 2026
Oil prices may swing wildly, but we focus on value driven by fundamentals. Alex Fitch, Director of U.S. Research, explains how a bottom‑up approach...
News
March 13, 2026
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Squawk Box” to discuss the latest market trends and why he doesn't think recent volatility will...
News
March 4, 2026
We're excited to share that Morningstar has recognized Harris | Oakmark’s Oakmark U.S. Large Cap ETF (OAKM) as one of the “Best Active ETFs...
News
February 28, 2026
Co-CIOs-International David Herro and Tony Coniaris discuss how they’re uncovering high‑quality global businesses trading at compelling valuations.
Insights
February 13, 2026
The software sector has experienced a dramatic shift in market perception over the past decade, moving from high valuation optimism to concerns about AI's...
Jeremy G. Thames, CFA
Associate Director of U.S. Research
The discipline to stay boring | U.S. equity market commentary 2Q 2026
As AI enthusiasm drives shifts in market leadership and challenges traditional definitions of value, Bill Nygren shares why discipline, patience and a long-term perspective continue to guide our investment approach.
Read more from Bill hereWrong in the right direction | International equity market commentary 2Q 2026
When fundamentals improve faster than expected, we believe a disciplined investment process can turn an underestimated opportunity into long-term value.
Read more from Tony hereThe certainty trap | Fixed income market commentary 2Q 2026
As AI's future unfolds, we believe the best opportunities may come from embracing uncertainty rather than predicting a single outcome.
Read more from Adam here