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.
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.
Oakmark, still a large company fund | U.S. equity market commentary 4Q 2024
December 31, 2024
Despite the dwindling large-cap stock universe, we are still finding fundamentally large businesses that meet our value investment criteria.
A catalyst for change – closing the valuation gap in international value stocks | International equity market commentary 4Q 2024
December 31, 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.
Finding clarity in complexity: Fixed income outlook for 2025
December 31, 2024
As the deficit increases and market noise continues, we are focused on finding value in fixed income assets.
Oakmark Fund: Fourth Calendar Quarter 2024
December 31, 2024
While broad market valuations are above historic averages, the wide spread in valuation multiples is providing us with opportunities to invest in a diversified mix of high-quality businesses at attractive prices.
Oakmark Select Fund: Fourth Calendar Quarter 2024
December 31, 2024
We believe the wide spread in valuation multiples provides our clients with both a margin of safety and the potential for superior future returns.
Oakmark Global Fund: Fourth Calendar Quarter 2024
December 31, 2024
A top contributor to the Fund’s performance was a U.S.-headquartered consumer finance company, while a Germany-headquartered agriculture and pharma company was a top detractor.
Oakmark Global Select Fund: Fourth Calendar Quarter 2024
December 31, 2024
A top contributor to the Fund’s performance was a U.S.-headquartered consumer finance company, while a top detractor was a Germany-headquartered agriculture and pharma company.
Oakmark International Fund: Fourth Calendar Quarter 2024
December 31, 2024
Despite a challenging fourth quarter and 2024, we are enthused by the Fund’s mid- to long-term prospects given the quality of the businesses in the portfolio and low absolute valuation levels at which they...
Oakmark International Small Cap Fund: Fourth Calendar Quarter 2024
December 31, 2024
While the fourth quarter and 2024 were challenging, we believe the low valuation levels on businesses in the portfolio should be conducive to the opportunity to generate attractive absolute and relative returns.
Oakmark Equity and Income Fund: Fourth Calendar Quarter 2024
December 31, 2024
A top contributor to the Fund’s performance was a U.S.-headquartered communication services company, while a Swiss-based diversified metals and mining company was a top detractor.
Oakmark Bond Fund: Fourth Calendar Quarter 2024
December 31, 2024
Fund returns were driven by security selection and asset allocation. Heading into 2025, the Fund continues to be overweight corporate credit and securitized debit while underweighting U.S. Treasurys.
ETFs, interest rates, the election—what shareholders are asking about | U.S. equity market commentary 3Q 2024
September 30, 2024
We thought it was a good time to reach out to shareholders and answer their questions.
Featured
CIO PERSPECTIVES
Insights and Commentary
Bill Nygren, CIO- U.S.
CIO PERSPECTIVES
Insights and Commentary
David Herro, CIO-International
FIXED INCOME PERSPECTIVES
Insights and Commentary
Adam Abbas, Head of Fixed Income