News
David Herro on CNBC’s “Squawk on the Street” (01.15.25)
CIO-International Equities and Portfolio Manager David Herro talked about why the growth rates of European companies are not based on where they’re located but...
January 15, 2025
News
January 15, 2025
CIO-International Equities and Portfolio Manager David Herro talked about why the growth rates of European companies are not based on where they’re located but...
Insights
January 15, 2025
Portfolio Managers Bill Nygren and Mike Nicolas discuss what has contributed to the shrinking large cap universe, how it can impact portfolio construction and...
Insights
January 13, 2025
CIO-International Equities and Portfolio Manager David Herro discusses how current stock valuations are remarkably low, what actions companies are taking to address the value...
News
January 7, 2025
The Oakmark Funds announced that Mindy Posoff has been elected chair of the Board of Trustees of the Harris Associates Investment Trust and the...
Insights
January 6, 2025
CIO-U.S. and PM Bill Nygren discusses the wide spread in valuations in today’s S&P 500 and the opportunity it may provide for the patient...
News
December 31, 2024
Portfolio Manager Mike Nicolas made an investment case for a financials company in a "Value Investor Insight" interview that paid tribute to value investor...
Insights
December 20, 2024
Top NFL coaches drive strong cultures, and the lessons apply to investment firms.
Insights
December 12, 2024
Some companies are issuing shares and some are repurchasing them – why it all makes sense right now.
News
December 12, 2024
The Oakmark Funds declare 2024 year-end distributions.
Oakmark, still a large company fund | U.S. equity market commentary 4Q 2024
Despite the dwindling large-cap stock universe, we are still finding fundamentally large businesses that meet our value investment criteria.
Read More from Bill hereA catalyst for change – closing the valuation gap in international value stocks | International equity market commentary 4Q 2024
While the value spread between U.S. and international equities continues to expand, we are encouraged by management teams that are taking action to grow shareholder value.
Read More from David hereFinding clarity in complexity: Fixed income outlook for 2025
As the deficit increases and market noise continues, we are focused on finding value in fixed income assets.
Read More from Adam here