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.
What goes up | U.S. equity market commentary 4Q 2025
December 31, 2025
Bill discusses why today's market conditions present a rare opportunity for value investors.
Much ado about quality | International equity market commentary 4Q 2025
December 31, 2025
Tony discusses how today's markets have allowed us to capitalize on higher "quality" opportunities — while staying true to our value discipline.
More than meets the eye: Strong valuations do not mean low risk | Fixed income market commentary 4Q 2025
December 31, 2025
Adam reveals why discipline matters most when markets look calm.
Oakmark Fund: Fourth Quarter 2025
December 31, 2025
At the sector level, the largest contributors to performance were communication services and health care, while energy was the only detractor.
Oakmark Select Fund: Fourth Quarter 2025
December 31, 2025
At the sector level, the largest contributors to performance were communication services and financials, while industrials was the only detractor.
Oakmark Global Fund: Fourth Quarter 2025
December 31, 2025
At the sector level, the largest contributors to performance were health care and information technology, while consumer staples was the only detractor.
Oakmark Global Select Fund: Fourth Quarter 2025
December 31, 2025
At the sector level, the largest contributors to performance were health care and financials, while consumer discretionary and consumer staples were the largest detractors.
Oakmark International Fund: Fourth Quarter 2025
December 31, 2025
At the sector level, health care and financials were the largest contributors to performance, while consumer staples was the only detractor from performance.
Oakmark International Small Cap Fund: Fourth Quarter 2025
December 31, 2025
At the sector level, industrials and financials were the largest contributors to performance, while communication services and consumer discretionary detracted from performance.
Oakmark Equity and Income Fund: Fourth Quarter 2025
December 31, 2025
At the sector level for the equity portfolio, the largest contributors to performance were communication services and health care, while industrials was the only detractor.
Oakmark Bond Fund: Fourth Quarter 2025
December 31, 2025
Strong security selection drove the majority of outperformance. Positive allocation decisions also contributed to performance, while duration and yield curve positioning did not materially impact results.
A conversation with shareholders | U.S. equity market commentary 3Q 2025
September 30, 2025
Bill answers shareholders’ latest questions on our portfolios, the economy, AI and more.
Featured
CIO PERSPECTIVES
Insights and Commentary
Bill Nygren, CIO-U.S.
CIO PERSPECTIVES
Insights and Commentary
David Herro, Co-CIO-International
CIO PERSPECTIVES
Insights and Commentary
Tony Coniaris, Co-CIO-International
FIXED INCOME PERSPECTIVES
Insights and Commentary
Adam Abbas, Head of Fixed Income