What does today’s AI-driven, highly concentrated market mean for long-term investors? In our annual investor Q&A, Harris | Oakmark’s Bill Nygren shares candid perspectives on performance, valuation discipline, portfolio positioning and the potential benefits...
What role can international equities play in today’s increasingly concentrated global market? In our latest shareholder Q&A, Harris | Oakmark’s international investment team discusses diversification, currency risk, opportunities in Japan, the portfolio’s improving quality...
Head of Fixed Income, Adam Abbas, notes heavy AI-related bond issuance is creating opportunities to lend to strong, fast-growing technology businesses at yields typically associated with weaker credits.
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.
When fundamentals improve faster than expected, we believe a disciplined investment process can turn an underestimated opportunity into long-term value.
A conversation with shareholders | U.S. equity market commentary 3Q 2026
September 30, 2026
What does today’s AI-driven, highly concentrated market mean for long-term investors? In our annual investor Q&A, Harris | Oakmark’s Bill Nygren shares candid perspectives on performance, valuation discipline, portfolio positioning and the potential benefits...
A conversation with shareholders | International equity market commentary 3Q 2026
September 30, 2026
What role can international equities play in today’s increasingly concentrated global market? In our latest shareholder Q&A, Harris | Oakmark’s international investment team discusses diversification, currency risk, opportunities in Japan, the portfolio’s improving quality...
The business behind the bond | Fixed income market commentary 3Q 2026
September 30, 2026
Head of Fixed Income, Adam Abbas, notes heavy AI-related bond issuance is creating opportunities to lend to strong, fast-growing technology businesses at yields typically associated with weaker credits.
Oakmark Fund: Third Quarter 2026
September 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Oakmark Select Fund: Third Quarter 2026
September 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Oakmark Global Fund: Third Quarter 2026
September 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Oakmark International Fund: Third Quarter 2026
September 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Oakmark International Small Cap Fund: Third Quarter 2026
September 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Oakmark Equity and Income Fund: Third Quarter 2026
September 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
Oakmark Bond Fund: Third Quarter 2026
September 30, 2026
Quarterly update on performance, key contributors and detractors, and portfolio positioning.
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.
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