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.
Insights
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...
May 19, 2026
Insights
In this recent video, Portfolio Manager Michael Nicolas discusses how AI fears have driven sharp selloffs across software—but history suggests broad narratives often miss...
May 12, 2026
Insights
Tony Coniaris, Co-CIO International Equities, shares insights on the surprising shifts in the market, the dramatic impact of AI innovation, and how global events...
May 12, 2026
News
Harris | Oakmark announces planned investment team and leadership updates, reinforcing long-term succession planning and a disciplined value investing approach.
April 2, 2026
Insights
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
News
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...
March 13, 2026
News
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...
March 4, 2026
News
Co-CIOs-International David Herro and Tony Coniaris discuss how they’re uncovering high‑quality global businesses trading at compelling valuations.
February 28, 2026
Insights
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...
February 13, 2026
Insights
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...
Insights
May 12, 2026
In this recent video, Portfolio Manager Michael Nicolas discusses how AI fears have driven sharp selloffs across software—but history suggests broad narratives often miss...
Insights
May 12, 2026
Tony Coniaris, Co-CIO International Equities, shares insights on the surprising shifts in the market, the dramatic impact of AI innovation, and how global events...
News
April 2, 2026
Harris | Oakmark announces planned investment team and leadership updates, reinforcing long-term succession planning and a disciplined value investing approach.
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...
News
February 28, 2026
Co-CIOs-International David Herro and Tony Coniaris discuss how they’re uncovering high‑quality global businesses trading at compelling valuations.
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
Why didn’t we do better when value outperformed? | U.S. equity market commentary 1Q 2026
Bill Nygren, CFA, discusses how valuation gaps are creating opportunities. See why value index gains came from high-multiple stocks—and how we repositioned to improve portfolio price, growth and risk/reward.
Read more from Bill hereBeware of noise, hurry and crowds | International equity market commentary 1Q 2026
AI hype, oil spikes and headline risk—in his latest letter, Tony Coniaris, CFA explains how we stay disciplined and crowd-agnostic amongst the noise.
Read more from Tony herePainting with a finer brush | Fixed income market commentary 1Q 2026
As markets increasingly reduce complex sectors to simple narratives, prices can drift away from underlying business fundamentals. Adam Abbas, Head of Fixed Income, shares why focusing on issuer-level fundamentals helps identify attractive opportunities in today’s credit markets.
Read more from Adam here