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 | 4Q20

December 31, 2020

As value investors, we are used to believing that the world will return to “normal” faster than is implied by stock prices. That is especially true now, when everyone has an opinion about which...

David Herro Market Commentary | 4Q20

December 31, 2020

Very similar to the year 2016, this past year was filled with extremes driven by exogenous factors, from the pandemic to Brexit, with elections in between. By the end of the year, both of...

Oakmark Fund: Fourth Quarter 2020

December 31, 2020

Enthusiasm about the efficacy and timing of the Covid-19 vaccines benefitted many of our most economically sensitive, cyclical holdings during the quarter.

Oakmark Select Fund: Fourth Quarter 2020

December 31, 2020

Short-term returns can be uneven and good, as it was in the most recent quarter, or disappointing, as in the first quarter of this year, but we believe our process works over time.

Oakmark Global Fund: Fourth Quarter 2020

December 31, 2020

We were fairly active in the quarter, adding two new holdings to the portfolio while eliminating three.

Oakmark Global Select Fund: Fourth Quarter 2020

December 31, 2020

A large contributor to the Fund’s performance was a U.K.-based retail bank, while a large detractor was a China-based internet and direct marketing retailer.

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