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.

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The Quarterly Recap

Commentary

A conversation with shareholders | U.S. equity market commentary 3Q 2026

September 30, 2026

What does today’s AI-driven, highly concentrated market mean for long-term investors? In our annual investor Q&A, Harris | Oakmark’s Bill Nygren shares candid perspectives on performance, valuation discipline, portfolio positioning and the potential benefits...

A conversation with shareholders | International equity market commentary 3Q 2026

September 30, 2026

What role can international equities play in today’s increasingly concentrated global market? In our latest shareholder Q&A, Harris | Oakmark’s international investment team discusses diversification, currency risk, opportunities in Japan, the portfolio’s improving quality...

The business behind the bond | Fixed income market commentary 3Q 2026

September 30, 2026

Head of Fixed Income, Adam Abbas, notes heavy AI-related bond issuance is creating opportunities to lend to strong, fast-growing technology businesses at yields typically associated with weaker credits.

Oakmark Fund: Third Quarter 2026

September 30, 2026

Quarterly update on performance, key contributors and detractors, and portfolio positioning.

Oakmark Select Fund: Third Quarter 2026

September 30, 2026

Quarterly update on performance, key contributors and detractors, and portfolio positioning.

Oakmark Global Fund: Third Quarter 2026

September 30, 2026

Quarterly update on performance, key contributors and detractors, and portfolio positioning.

Oakmark International Fund: Third Quarter 2026

September 30, 2026

Quarterly update on performance, key contributors and detractors, and portfolio positioning.

Oakmark International Small Cap Fund: Third Quarter 2026

September 30, 2026

Quarterly update on performance, key contributors and detractors, and portfolio positioning.

Oakmark Equity and Income Fund: Third Quarter 2026

September 30, 2026

Quarterly update on performance, key contributors and detractors, and portfolio positioning.

Oakmark Bond Fund: Third Quarter 2026

September 30, 2026

Quarterly update on performance, key contributors and detractors, and portfolio positioning.

The discipline to stay boring | U.S. equity market commentary 2Q 2026

June 30, 2026

As AI enthusiasm drives shifts in market leadership and challenges traditional definitions of value, Bill Nygren shares why discipline, patience and a long-term perspective continue to guide our investment approach.

Wrong in the right direction | International equity market commentary 2Q 2026

June 30, 2026

When fundamentals improve faster than expected, we believe a disciplined investment process can turn an underestimated opportunity into long-term value.

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