Insights
Energy investing without macro calls
March 20, 2026
Oil prices may swing wildly, but we focus on value driven by fundamentals. Alex Fitch, Director of U.S. Research, explains how a bottom‑up approach...
Insights
March 20, 2026
Oil prices may swing wildly, but we focus on value driven by fundamentals. Alex Fitch, Director of U.S. Research, explains how a bottom‑up approach...
Insights
February 13, 2026
The software sector has experienced a dramatic shift in market perception over the past decade, moving from high valuation optimism to concerns about AI's...
Jeremy G. Thames, CFA
Associate Director of U.S. Research
Insights
January 22, 2026
After a strong 2025, the outlook for international stocks continues to appear bright due to attractive valuations and accelerating global growth. Tony Coniaris, Co-CIO...
Insights
January 21, 2026
Robert Bierig highlights how recent market strength has been driven by a small group of high-momentum stocks, creating unique challenges - and opportunities -...
Insights
December 4, 2025
The S&P 500 isn’t the same index it used to be. Our latest thought piece explains why adding value exposure can potentially help reduce...
Insights
November 24, 2025
In her annual letter, President of the Oakmark Funds Rana Wright shares an update on the Funds, including investment team updates and milestones.
Rana Wright
President, Oakmark Funds