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 | 2Q20

July 8, 2020

We expect both the economy and value investing to recover and believe that our portfolios are considerably undervalued and well positioned for both recoveries.

Oakmark Fund: Second Quarter 2020

July 8, 2020

The heightened market volatility has afforded us the opportunity to upgrade the portfolio by rebalancing existing positions and adding new ideas that offer compelling risk-adjusted return potential.

Oakmark Select Fund: Second Quarter 2020

July 8, 2020

The world’s efforts to curb the spread of the coronavirus began to have an impact and the significant U.S. fiscal stimulus, announced in late March, provided much-needed support to consumers, businesses, and the credit...

Oakmark Equity and Income Fund: Second Quarter 2020

July 8, 2020

Although these are unusual times, Oakmark is still practicing the same value philosophy it always has. Our analysts are paying especially close attention to balance sheets along with companies’ cash needs over the next...

Oakmark Global Fund: Second Quarter 2020

July 8, 2020

As always, our investment process attempts to identify issues selling for less than our estimate of their intrinsic value and to hold such issues until price and value come together. Although no one can...

Oakmark Global Select Fund: Second Quarter 2020

July 8, 2020

The top contributor to the Fund’s performance was a multinational conglomerate, while the largest detractor was a dominant retail bank in the U.K.

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