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.
What goes up… keeps going up. But we aren’t buying it. | U.S. equity market commentary 2Q 2024
June 30, 2024
As growth stocks continue to dominate, we take a closer look at what might really be driving this dynamic. Trends come and go, and markets react – but at Oakmark, we focus on...
Amidst elections and volatility in Europe – we see opportunity | International equity market commentary 2Q 2024
June 30, 2024
Despite short-term price volatility, the future of value investing—especially overseas—looks extremely promising. We believe neglected areas of the market exist that are very attractively priced.
Don’t let them scare you out of bonds: The fixed income value proposition must look beyond supply | Fixed income market commentary 2Q 2024
June 30, 2024
We believe the bond market is rising from the 2022 rate reset and supply challenges and offers attractive risk-adjusted returns and diversification to support portfolios during economic cycles.
Oakmark Fund: Second Calendar Quarter 2024
June 30, 2024
Amid the unusually wide spread between high P/E and low P/E stocks that exists today, we are finding attractive investment opportunities across a diverse group of industries.
Oakmark Select Fund: Second Calendar Quarter 2024
June 30, 2024
While the outperformance of growth stocks weighed on our relative returns in the second quarter, it has also created opportunities to purchase shares in a diversified set of undervalued securities.
Oakmark Global Fund: Second Calendar Quarter 2024
June 30, 2024
This quarter, a U.S.-based communication services company was a top contributor, while a U.S. agriculture and construction equipment manufacturer was a detractor.
Oakmark Global Select Fund: Second Calendar Quarter 2024
June 30, 2024
This quarter, a U.S.-based communication services company was a top contributor, while a U.S. agriculture and construction equipment manufacturer was a detractor.
Oakmark International Fund: Second Calendar Quarter 2024
June 30, 2024
This quarter, a Netherlands-based global consumer internet group contributed to performance, while a U.S.-based manufacturer was a detractor.
Oakmark International Small Cap Fund: Second Calendar Quarter 2024
June 30, 2024
A Norwegian-based hardware and software reseller was a top contributor this quarter, while a German application software company was a detractor.
Oakmark Equity and Income Fund: Second Calendar Quarter 2024
June 30, 2024
Amid the unusually wide spread between high P/E and low P/E stocks that exists today, we are finding attractive investment opportunities across a diverse group of industries.
Oakmark Bond Fund: Second Calendar Quarter 2024
June 30, 2024
A strong credit backdrop is sustained by relatively healthy fundamentals and increasing evidence that this unprecedented hike cycle won’t end in a significant economic contraction.
Navigating market highs and (avoiding) value traps – U.S. equity market commentary 1Q24
March 31, 2024
We aren’t market timers at Oakmark because we don’t believe we can be right often enough to overcome the strong tailwind of rising equity values. Our approach to new highs is to do what...
Featured
CIO PERSPECTIVES
Insights and Commentary
Bill Nygren, CIO- U.S.
CIO PERSPECTIVES
Insights and Commentary
David Herro, CIO-International