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.
News
CIO-U.S. and Portfolio Manager Bill Nygren discussed the wide spread between stocks with high and low P/E ratios and highlighted five companies that provide...
November 6, 2024
Insights
Client Portfolio Manager Danny Nicholas shares why we largely exclude politics when making long-term forecasts.
October 31, 2024
News
CIO-U.S. and Portfolio Manager Bill Nygren discusses the firm’s private equity perspective to public equity investing, investment philosophy, risk management process and more during...
October 29, 2024
News
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Money Movers” to discuss portfolio activity over the most recent quarter.
October 21, 2024
Insights
Oakmark Portfolio Manager Bill Nygren discusses why he and his team believe there’s increased risk in the S&P 500 today — and how they...
October 16, 2024
Insights
Oakmark Portfolio Managers David Herro and Eric Liu discuss how macro and geopolitical events may impact international stocks in the short term and why...
October 15, 2024
Insights
Portfolio Manager Eric Liu discusses Harris | Oakmark’s long-term outlook and how it’s used to identify opportunities in international equities.
October 14, 2024
News
Capital gain distributions will be paid to shareholders of record as of Wednesday, December 11, 2024.
September 30, 2024
News
Chairman and Portfolio Manager Tony Coniaris talked about what falling interest rates mean for financial holdings during a CNBC “Money Movers” interview.
September 26, 2024
News
CIO-U.S. and PM Bill Nygren talked about the importance of a diversified portfolio on CNBC’s “Squawk on the Street.”
September 23, 2024
News
CIO-International Equities and PM David Herro joined CNBC’s “Squawk on the Street” to talk about opportunities in the health care and consumer discretionary sectors....
September 20, 2024
News
CIO-U.S. and Portfolio Manager Bill Nygren discussed Harris | Oakmark’s value investment philosophy and research process and how to find opportunities in non-traditional value...
September 19, 2024
Insights
The Federal Reserve is finally catching its breath in the fight against inflation. We think the Fed’s decision will be positive for credit across...
September 19, 2024
News
CIO-U.S. and Portfolio Manager Bill Nygren discussed where he sees value opportunities in a market dominated by mega-cap technology companies during a “Barron’s Roundtable”...
September 13, 2024
News
Head of Fixed Income and Portfolio Manager Adam Abbas talked about the firm’s value investing approach to fixed income, key drivers for security selection...
August 19, 2024
Insights
While our strategy has underperformed – we believe our value investment process is time-tested and built to help us avoid value traps.
August 14, 2024
News
Bill Nygren, Oakmark Portfolio Manager and CIO – U.S., joined CNBC "Squawk on the Street" to discuss his views on value opportunities in today’s...
August 7, 2024
News
Rana Wright, Partner, Chief Legal and Administrative Officer at Harris | Oakmark discusses our firm's recent rebrand with Wealth Solutions Report.
July 29, 2024
News
Bill Nygren, Oakmark Portfolio Manager and CIO – U.S., joined CNBC "Squawk on the Street" to discuss 2Q earnings results and where he is...
July 24, 2024
Insights
Adam Abbas, Portfolio Manager and Head of Fixed Income at Oakmark, explains why above–average rate volatility and bond supply are potential opportunities for future...
July 23, 2024
Insights
Bill Nygren, CIO-US and Portfolio Manager, debunks three value investing myths and shares his views on opportunities in the category given today’s markets and...
July 23, 2024
Insights
David Herro and Michael Manelli discuss potential catalysts for international stocks in the coming months and opportunities in the small cap value space.
July 16, 2024
News
David Herro, Harris Associates CIO-International and Portfolio Manager, discusses the case for non-US stocks and where he's finding opportunities today during Morningstar's “The Long...
July 9, 2024
News
Eric Liu, co-portfolio manager of the Oakmark International and Oakmark Global Select Funds and a senior investment analyst at Harris Associates L.P., adviser to...
July 1, 2024
Insights
With four billion people heading to the polls in 2024, elections are top of mind for investors; David Herro, CIO-International and Portfolio manager discusses...
June 27, 2024
News
November 6, 2024
CIO-U.S. and Portfolio Manager Bill Nygren discussed the wide spread between stocks with high and low P/E ratios and highlighted five companies that provide...
Insights
October 31, 2024
Client Portfolio Manager Danny Nicholas shares why we largely exclude politics when making long-term forecasts.
Daniel A. Nicholas, CFA
Client Portfolio Manager
News
October 29, 2024
CIO-U.S. and Portfolio Manager Bill Nygren discusses the firm’s private equity perspective to public equity investing, investment philosophy, risk management process and more during...
News
October 21, 2024
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Money Movers” to discuss portfolio activity over the most recent quarter.
Insights
October 16, 2024
Oakmark Portfolio Manager Bill Nygren discusses why he and his team believe there’s increased risk in the S&P 500 today — and how they...
Insights
October 15, 2024
Oakmark Portfolio Managers David Herro and Eric Liu discuss how macro and geopolitical events may impact international stocks in the short term and why...
Insights
October 14, 2024
Portfolio Manager Eric Liu discusses Harris | Oakmark’s long-term outlook and how it’s used to identify opportunities in international equities.
News
September 30, 2024
Capital gain distributions will be paid to shareholders of record as of Wednesday, December 11, 2024.
News
September 26, 2024
Chairman and Portfolio Manager Tony Coniaris talked about what falling interest rates mean for financial holdings during a CNBC “Money Movers” interview.
ETFs, interest rates, the election—what shareholders are asking about | U.S. equity market commentary 3Q 2024
We thought it was a good time to reach out to shareholders and answer their questions.
Read More from Bill hereA frank conversation about recent performance—and why we focus on the long term | International equity market commentary 3Q 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.
Read More from David hereDetails are where the value is | Fixed income market commentary 3Q 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.
Read More from Adam here