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.
Bill Nygren Market Commentary | 1Q21
March 31, 2021
While most investors over the past year worried about how bad 2020 might be, we focused on how good things could be in 2025. As is often the case during a crisis, we had...
Oakmark Fund: First Quarter 2021
March 31, 2021
The economic recovery that began late last year carried into the first quarter, benefitting many of our cyclical holdings. Both interest rates and oil prices increased meaningfully during the recent quarter, helping many of...
Oakmark Select Fund: First Quarter 2021
March 31, 2021
Clients regularly ask us, “How do you incorporate macroeconomic factors and forecast into your investment process?” Our answer is always, “We don’t. We just assume things will be normal five years from now.” By...
Oakmark Global Fund: First Quarter 2021
March 31, 2021
During the quarter, we introduced five names to the portfolio and eliminated two. But this understates the actual activity level. We also pruned back 21 holdings as their prices increased.
Oakmark Global Select Fund: First Quarter 2021
March 31, 2021
A German automotive manufacturer was a top contributor to the Fund’s quarterly performance while a financial services company headquartered in Switzerland was a top detractor.
Oakmark International Fund: First Quarter 2021
March 31, 2021
A Swiss mining firm was a top contributor to the Fund’s quarterly performance while a financial services company headquartered in Switzerland was a top detractor.
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Nygren's Journal
Insights and Commentary by Bill Nygren
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Insights and Commentary by David Herro