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.
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.
Insights and enhancements | International equity market commentary 3Q 2025
September 30, 2025
Tony discusses his recent appointment as Co-CIO International, common client questions, and our evolving process.
The discipline of simplicity in fixed income investing | Fixed income market commentary 3Q 2025
September 30, 2025
Adam makes the case for disciplined simplicity in fixed income investing.
Oakmark Fund: Third Calendar Quarter 2025
September 30, 2025
At the sector level, the largest contributors to performance were financials and energy, while health care and consumer staples were the largest detractors.
Oakmark Select Fund: Third Calendar Quarter 2025
September 30, 2025
At the sector level, the largest contributors to performance were communication services and energy, while consumer staples and consumer discretionary were the largest detractors.
Oakmark Global Fund: Third Calendar Quarter 2025
September 30, 2025
At the sector level, the largest contributors to performance were consumer discretionary and information technology, while industrials and consumer staples were the largest detractors.
Oakmark Global Select Fund: Third Calendar Quarter 2025
September 30, 2025
At the sector level, the largest contributors to performance were consumer discretionary and consumer staples, while industrials and financials were the only detractors.
Oakmark International Fund: Third Calendar Quarter 2025
September 30, 2025
At the sector level, consumer discretionary and materials were the largest contributors to performance, while industrials and communication services were the largest detractors from performance.
Oakmark International Small Cap Fund: Third Calendar Quarter 2025
September 30, 2025
At the sector level, consumer discretionary and financials were the largest contributors to performance, while health care and industrials detracted from performance.
Oakmark Equity and Income Fund: Third Calendar Quarter 2025
September 30, 2025
At the sector level for the equity portfolio, the largest contributors to performance were communication services and energy, while consumer staples and health care were the largest detractors.
Oakmark Bond Fund: Third Calendar Quarter 2025
September 30, 2025
Strong security selection drove the majority of outperformance. Positive allocation decisions, duration and yield curve positioning also contributed to performance.
Our bottom-up approach to a top-down crisis | U.S. equity market commentary 2Q 2025
June 30, 2025
Despite the shortest bear market in modern times, we had some opportunity to capitalize on the chaos.
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