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.
For more information about the Oakmark Funds, to request an interview or if you have any other media requests, please contact:
Senior Investor Communications Specialist
The Oakmark Funds, their respective inception dates and assets under management as of the latest quarter end:
|Oakmark Fund||08/05/1991 (Investor Class)||$15.5 billion|
|Oakmark Select Fund||11/01/1996 (Investor Class)||$4.8 billion|
|Oakmark Global Fund||08/04/1999 (Investor Class)||$1.2 billion|
|Oakmark Global Select Fund||10/02/2006 (Investor Class)||$1.1 billion|
|Oakmark International Fund||09/30/1992 (Investor Class)||$20.8 billion|
|Oakmark International Small Cap Fund||11/01/1995 (Investor Class)||$1.4 billion|
|Oakmark Equity and Income Fund||11/01/1995 (Investor Class)||$6.2 billion|
|Oakmark Bond Fund||06/10/2020 (Institutional Class)||$0.9 billion|
|Total Oakmark AUM (03/31/2023)||$51 billion|
The information, data, analyses and opinions Harris Associates or the Oakmark Funds post to social media platforms (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, Harris Associates and the Oakmark Funds as of the date written and are subject to change 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.
As a general policy, Harris Associates and the Oakmark Funds will not respond to posts or inquiries made through Twitter or LinkedIn.
Please direct all inquiries to the following:
Harris Associates 1-312-646-3600
Oakmark Funds 1-800-OAKMARK (625-6275) or 617-483-8327
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