News
Bill Nygren and Alex Fitch on “We Study Billionaires” Podcast
December 29, 2022
Portfolio Managers Bill Nygren and Alex Fitch appeared on the “We Study Billionaires” podcast to discuss navigating the current market environment and provide examples...


Commentary
Oakmark Select Fund: Fourth Quarter 2022
December 31, 2022
We believe that the lower and more widely dispersed valuations in the market today have allowed us to redeploy capital into increasingly attractive investments. We are optimistic that these decisions will sow the seeds...
Oakmark Equity and Income Fund: Fourth Quarter 2022
December 31, 2022
Keep in mind that balanced funds’ historically lower volatility has enabled many investors to weather market turbulence while still realizing attractive returns. With the recent changes in the fixed income environment, we believe that...
Oakmark Select Fund: Third Quarter 2022 and Fiscal Year-End
September 30, 2022
Business values are far more stable than stock prices. In volatile markets like this, you can expect increased portfolio activity. We purchased four new companies in the quarter and sold out of three.