Insights
A disciplined approach to value in fixed income
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...
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.
Recent Commentary
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,...
Wrong 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...
The 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...