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

Bill Nygren Market Commentary | 4Q22

December 31, 2022

This quarter’s commentary includes an excerpted version of my interview with The Motley Fool.

Oakmark Fund: Fourth Quarter 2022

December 31, 2022

We initiated two new holdings and eliminated two others in the fourth quarter. We believe that these new investments are more attractive positions on a risk-adjusted basis for the Fund.

Oakmark Select Fund: Fourth Quarter 2022

December 31, 2022

We believe that the lower and more widely dispersed valuations in the market today have allowed us to redeploy capital into increasingly attractive investments. We are optimistic that these decisions will sow the seeds...

Oakmark Global Fund: Fourth Quarter 2022

December 31, 2022

There were two great lessons in the difficulty of predictions this year. First, professional market forecasters nailed their call on aggregate company fundamentals, but failed miserably at guessing the resulting stock prices. The second...

Oakmark Global Select Fund: Fourth Quarter 2022

December 31, 2022

A top contributor to the Fund’s performance was the largest operator of for-profit hospitals and related health care services in the U.S., while a top detractor was a U.S.-based global leader in e-commerce and...

Oakmark International Fund: Fourth Quarter 2022

December 31, 2022

A top contributor for the quarter was an Italian retail and commercial bank, while a top detractor was a Swiss financial services company.

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