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

Harris Associates

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606

The Quarterly Recap


Bill Nygren Market Commentary | 1Q20

March 31, 2020

Extreme market volatility gave us opportunities to attempt to increase the fundamental attractiveness of our portfolio. We were able to buy stocks in companies we believed offered greater undervaluation, higher quality or stronger balance...

David Herro Market Commentary | 1Q20

March 31, 2020

Since the beginning of this volatile market situation, we have been busy focusing on three things: staying up to date on business values, keeping the portfolio “forward” positioned and seeking new investment opportunities.

Oakmark Fund: First Quarter 2020

March 31, 2020

Significant market volatility pushed share prices well below our estimates of intrinsic value and, therefore, we believe our portfolio is more discounted today than it was before the downturn. This has given us the...

Oakmark Select Fund: First Quarter 2020

March 31, 2020

As you would expect during a period of rapidly changing prices and an evolving fundamental landscape, our trading has been much more active than usual. We took advantage of the extreme market volatility by...

Oakmark Equity and Income Fund: First Quarter 2020

March 31, 2020

Market turmoil has affected the Fund’s asset allocation, and we are working to realign the portfolio appropriately. Our most important advice to clients during this tumultuous time is to take the same action we...

Oakmark Global Fund: First Quarter 2020

March 31, 2020

We have no ability to predict the pandemic’s end, but we firmly believe that this, too, will pass and the turbulent market it is creating—and will continue to create—will generate compelling opportunities for long-term...

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