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.
Insights
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years, growth has dominated and value has faced real headwinds — leading many to conclude the discipline itself is outdated.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....
Insights
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...
Insights
May 12, 2026
In this recent video, Portfolio Manager Michael Nicolas discusses how AI fears have driven sharp selloffs across software—but history suggests broad narratives often miss...
Insights
May 12, 2026
Tony Coniaris, Co-CIO International Equities, shares insights on the surprising shifts in the market, the dramatic impact of AI innovation, and how global events...
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