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 | 3Q20

September 30, 2020

In the Oakmark Fund, we buy large businesses because we view them as less risky than small businesses. Rather than defining “large” based on market capitalization, we define it by business fundamentals: sales, net...

Oakmark Fund: Third Quarter 2020

September 30, 2020

Our disciplined investment process and long-term focus enable us to capitalize on dislocations between stock price and business value without having to speculate about short-term catalysts or to manage to a specific benchmark.

Oakmark Select Fund: Third Quarter 2020

September 30, 2020

During the quarter, we bought one new position in the Select Fund, which has been a longstanding holding in more diversified Oakmark portfolios. We were happy to take advantage of the pandemic-driven stock price...

Oakmark Equity and Income Fund: Third Quarter 2020

September 30, 2020

We believe that balanced funds fill an important role for many investors and that a value-oriented fund, such as Equity and Income, has the potential to meet investor needs even in the current environment.

Oakmark Global Fund: Third Quarter 2020

September 30, 2020

We were rather active in the quarter, culling several small holding and initiating one new name in the Oakmark Global Fund.

Oakmark Global Select Fund: Third Quarter 2020

September 30, 2020

A global luxury automotive and truck manufacturer based in Germany was the largest contributor to the Fund’s quarterly performance while a German-based company with sizable businesses in pharmaceuticals, agricultural productivity and consumer health products...

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