Insights
International value investing: It pays to be patient
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
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.
News
September 23, 2024
CIO-U.S. and PM Bill Nygren talked about the importance of a diversified portfolio on CNBC’s “Squawk on the Street.”
News
September 20, 2024
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....
News
September 19, 2024
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...
Insights
September 19, 2024
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...
News
September 13, 2024
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”...
News
August 19, 2024
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...
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, Mr. 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