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.

Harris Associates

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
312-646-3600

Glass lobby door at Harris Associates

News

Harris Associates’ and Oakmark Funds’ Leadership Transition

December 1, 2020

Kristi Rowsell, president of Harris Associates and the Oakmark Funds, will retire from the firm in the first half of 2021. Chris Keller will...

Kristi Roswell- Partner and President of Harris Associates- Headshot

News

An Update from the President

November 27, 2020

President Kristi Rowsell shares updates on recent firm initiatives along with the level of Oakmark shares held by Harris Associates employees and Oakmark trustees.

Kristi L. Rowsell
President of Oakmark Funds
President of Harris Associates

News

Oakmark International Small Cap Fund 25th Anniversary Retrospective

November 17, 2020

In honor of Oakmark International Small Cap’s 25th anniversary, Portfolio Manager Michael Manelli reflects on the Fund’s history.

Bill Nygren- Portfolio Manager - Commentary Headshot

Bill Nygren Market Commentary | 3Q20

In the Oakmark Fund, we buy large businesses because we view them as less risky than small businesses. Rather than defining “large” based on market capitalization, we define it by business fundamentals: sales, net income or shareholders’...

Read More from Bill here

David Herro Market Commentary | 1Q20

Since the beginning of this volatile market situation, we have been busy focusing on three things: staying up to date on business values, keeping the portfolio “forward” positioned and seeking new investment opportunities.

Read More from David here
David Herro- Portfolio Manager- Commentary Headshot
Equity and Income ticker image

News

Oakmark Equity and Income Fund 25th Anniversary Retrospective

November 5, 2020

Portfolio Manager Clyde McGregor commemorates the 25th anniversary of Oakmark Equity and Income by reflecting on the Fund’s history.

David Herro and the team meeting in a conference room.

News

Value Investor Insight: “Cycling Through”

October 30, 2020

Portfolio Managers David Herro and Eric Liu talked about today’s opportunity set and where they’re currently finding value in a Value Investor Insight interview....

Harris lobby glass door

News

2020 Fund Capital Gain Distribution Estimates

October 30, 2020

Distributions will be paid to shareholders of record as of Wednesday, December 9, 2020.

Image of woman's hands working at a table

Insights

Why Millennials Should Own Value Stocks

October 29, 2020

Institutional Client Service Manager Lauren Digani discusses why millennial investors may be best positioned to benefit from value exposure in their portfolios.

Lauren Digani
Manager, Institutional Client Service

Bill Nygren- Portfolio Manager- portrait in front of a window

News

Bill Nygren Interview with Graham & Doddsville

October 28, 2020

In an interview for the Graham & Doddsville newsletter, Portfolio Manager Bill Nygren discussed his investment experience, the firm’s approach to value investing and...

Bill Nygren- Portfolio Manager- CNBC headshot

News

Bill Nygren on CNBC’s “Halftime Report” (10.26.20)

October 26, 2020

Portfolio Manager Bill Nygren discussed third-quarter portfolio changes on CNBC’s “Halftime Report.”

Load More

Want to hear more from us?

Sign up to receive more insights, research, news and more!

Sign Up

Have a question?

Contact Us