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.

Harris Associates

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Chicago, Illinois 60606
312-646-3600

Informed Investing

Insights

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Insights

Bill Nygren, Portfolio Manager and Co-CIO U.S. on value investing in the AI era

August 20, 2026

In this recent GuruFocus conversation, Nygren breaks down the three-part test every stock must pass before it enters a Harris | Oakmark portfolio, the...

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Insights

Why the case for value investing remains strong

July 23, 2026

For fifteen years, growth has dominated and value has faced real headwinds — leading many to conclude the discipline itself is outdated. We disagree....

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Insights

A disciplined approach to value in fixed income

May 19, 2026

With the direction of yields unclear, opportunities have shifted toward security selection. See how a disciplined, value-driven approach has the potential to uncover mispriced...

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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...

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Insights

Why we’re buying software today

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

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Insights

International equities reignite: Finding value in today’s markets

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...

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