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.
Bill Nygren Market Commentary | 1Q22
March 31, 2022
The commentary I wrote in 2016 for Oakmark’s 25-year anniversary looked back at the investment performance of the Fund and the stock market—the conclusion was that investors did just fine despite one crisis after...
David Herro Market Commentary | 1Q22
March 31, 2022
Despite the adverse impact on share prices, especially in Europe, we believe company valuations remain attractive as the underlying intrinsic values of the companies we own, in most cases, have remained stable or even...
Oakmark Fund: First Quarter 2022
March 31, 2022
We took advantage of the market’s volatility during the quarter by adding six new positions to the portfolio. We also eliminated three of our holdings as each of these successful investments approached our estimate...
Oakmark Select Fund: First Quarter 2022
March 31, 2022
As is typical during periods of significant volatility, we added a new name to the portfolio. We also reduced two of our holdings to minimal positions in the portfolio as the discount to value...
Oakmark Global Fund: First Quarter 2022
March 31, 2022
Increased market volatility spurred a bit more portfolio turnover as we redeployed capital into securities that possessed more attractive risk-return profiles.
Oakmark Global Select Fund: First Quarter 2022
March 31, 2022
A German life science company with pharmaceuticals, consumer health and crop science divisions was a top contributor to the Fund’s quarterly performance, while a global internet and technology company headquartered in the Netherlands was...
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Nygren's Journal
Insights and Commentary by Bill Nygren
Herro's Thoughts
Insights and Commentary by David Herro