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.
The discipline to stay boring | U.S. equity market commentary 2Q 2026
June 30, 2026
As AI enthusiasm drives shifts in market leadership and challenges traditional definitions of value, Bill Nygren shares why discipline, patience and a long-term perspective continue to guide our investment approach.
Wrong in the right direction | International equity market commentary 2Q 2026
June 30, 2026
When fundamentals improve faster than expected, we believe a disciplined investment process can turn an underestimated opportunity into long-term value.
The certainty trap | Fixed income market commentary 2Q 2026
June 30, 2026
As AI's future unfolds, we believe the best opportunities may come from embracing uncertainty rather than predicting a single outcome.
Oakmark Fund: Second Quarter 2026
June 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Oakmark Select Fund: Second Quarter 2026
June 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Oakmark Global Fund: Second Quarter 2026
June 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Oakmark Global Select Fund: Second Quarter 2026
June 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Oakmark International Fund: Second Quarter 2026
June 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Oakmark International Small Cap Fund: Second Quarter 2026
June 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Oakmark Equity and Income Fund: Second Quarter 2026
June 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Oakmark Bond Fund: Second Quarter 2026
June 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Why didn’t we do better when value outperformed? | U.S. equity market commentary 1Q 2026
March 31, 2026
Bill Nygren, CFA, discusses how valuation gaps are creating opportunities. See why value index gains came from high-multiple stocks—and how we repositioned to improve portfolio price, growth and risk/reward.
Featured
CIO PERSPECTIVES
Insights and Commentary
Bill Nygren, Co-CIO-U.S.
CIO PERSPECTIVES
Insights and Commentary
David Herro, Co-CIO-International
CIO PERSPECTIVES
Insights and Commentary
Tony Coniaris, Co-CIO-International
FIXED INCOME PERSPECTIVES
Insights and Commentary
Adam Abbas, Head of Fixed Income