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.
The S&P 500 has corrected, now what? | U.S. equity market commentary 1Q 2025
March 31, 2025
During March, the S&P 500 fell 10% from its year-to-date peak in January; should investors be worried? Considering past market cycles, we believe staying invested and rebalancing portfolios pays off over the long-term.
Are global markets shifting? | International equity market commentary 1Q 2025
March 31, 2025
As non-U.S. company earnings improve, and leadership and policy changes take place in Europe – the valuation gap is starting to narrow. However, new economic policies in the U.S. could present some challenges...
Today’s uncertainty gets priced into the market | Fixed income market commentary 1Q 2025
March 31, 2025
As tariffs and news headlines drive uncertainty, fixed income markets have started pricing in the impacts – presenting opportunity for value investors.
Oakmark Fund: First Calendar Quarter 2025
March 31, 2025
With stock prices down, the team is taking advantage of the opportunity by seeking companies with attractive risk-adjusted returns. An insurance company was a top contributor, while a technology company was a top detractor.
Oakmark Select Fund: First Calendar Quarter 2025
March 31, 2025
With stock prices down, the team is taking advantage of the opportunity by seeking companies with attractive risk-adjusted returns. A financial services holding was a top contributor, while a technology company was a top...
Oakmark Global Fund: First Calendar Quarter 2025
March 31, 2025
The Fund had a strong quarter; a financial holding was a top contributor, while a technology company was a top detractor.
Oakmark Global Select Fund: First Calendar Quarter 2025
March 31, 2025
The Fund had a strong quarter; a financial holding was a top contributor, while a technology company was a top detractor.
Oakmark International Fund: First Calendar Quarter 2025
March 31, 2025
The Fund outpaced its benchmark this quarter; a financial holding was a top contributor while a communications company was a top detractor.
Oakmark International Small Cap Fund: First Calendar Quarter 2025
March 31, 2025
The Fund benefitted from its overweight to European equities; a facilities management company was a top contributor while a building materials company was a top detractor.
Oakmark Equity and Income Fund: First Calendar Quarter 2025
March 31, 2025
With stock prices down, the team is taking advantage of the opportunity by seeking companies with attractive risk-adjusted returns. An insurance company was a top contributor, while a technology company was a top detractor.
Oakmark Bond Fund: First Calendar Quarter 2025
March 31, 2025
The Fund entered the year with a modest overweight to corporate credit and securitized debt, and performed in line with the benchmark this quarter.
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.
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