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...
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.
Recent Commentary
Why didn’t we do better when value outperformed? | U.S. equity market commentary 1Q 2026
Bill Nygren, CFA, discusses how valuation gaps are creating opportunities. See why value index gains came from high-multiple stocks—and...
Beware of noise, hurry and crowds | International equity market commentary 1Q 2026
AI hype, oil spikes and headline risk—in his latest letter, Tony Coniaris, CFA explains how we stay disciplined and...
Painting with a finer brush | Fixed income market commentary 1Q 2026
As markets increasingly reduce complex sectors to simple narratives, prices can drift away from underlying business fundamentals. Adam Abbas,...