Insights
Energy investing without macro calls
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
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...
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
News
January 27, 2026
David Herro, Co-CIO International Equities and Portfolio Manager joined CNBC "Fast Money" to talk about international investing opportunities.
Insights
January 22, 2026
After a strong 2025, the outlook for international stocks continues to appear bright due to attractive valuations and accelerating global growth. Tony Coniaris, Co-CIO...
Insights
January 21, 2026
Robert Bierig highlights how recent market strength has been driven by a small group of high-momentum stocks, creating unique challenges - and opportunities -...
News
December 24, 2025
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Squawk on the Street” to recap 2025 and discuss the outlook for U.S. equities.
News
December 11, 2025
Harris | Oakmark is excited to announce the launch of two new exchange-traded funds: Oakmark International Large Cap ETF (OAKI) and Oakmark Global Large...
What goes up | U.S. equity market commentary 4Q 2025
Bill discusses why today's market conditions present a rare opportunity for value investors.
Read more from Bill hereMuch ado about quality | International equity market commentary 4Q 2025
Tony discusses how today's markets have allowed us to capitalize on higher "quality" opportunities — while staying true to our value discipline.
Read more from Tony hereMore than meets the eye: Strong valuations do not mean low risk | Fixed income market commentary 4Q 2025
Adam reveals why discipline matters most when markets look calm.
Read more from Adam here