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.

Harris Associates

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
312-646-3600

The Quarterly Recap

Commentary

Bill Nygren Market Commentary | 2Q21

July 8, 2021

Governance is a back-burner issue for investors who trade their portfolios frequently. When you only hold a stock for a few months, it barely matters. But when your holding period is measured in years,...

Oakmark Fund: Second Quarter 2021

July 8, 2021

Following an unusually elevated year of portfolio turnover (at least by Oakmark standards), we added just one new position to the portfolio during the second quarter. That’s not to say we weren’t active. We...

Oakmark Select Fund: Second Quarter 2021

July 8, 2021

During the second quarter of 2021, the U.S. economy continued its reopening and, as a result, business fundamentals improved further. Not surprisingly, equity prices followed suit.

Oakmark Global Fund: Second Quarter 2021

July 8, 2021

While academic thinking may change with the times, we base our investing on a factor that does not change—human nature. As long as human emotion works to cause mispricing of securities, we disciplined value...

Oakmark Global Select Fund: Second Quarter 2021

July 8, 2021

A top contributor to the Fund’s performance was a U.S. communication services provider, while a top detractor was a Netherlands-based internet company.

Oakmark International Fund: Second Quarter 2021

July 8, 2021

A top contributor to the Fund’s performance was a media company headquartered in Mexico, while a top detractor was a South African-based holding company with leading internet and media assets.

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