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

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
312-646-3600

John Sitarz portrait

John A. Sitarz, CFA, CPA

Partner and Portfolio Manager

John Sitarz has been a manager for the Oakmark Global Fund and the Oakmark Global Select Fund since 2022, and the Oakmark Global Large Cap ETF since 2025. He is also an investment analyst at Harris Associates and a vice president of the Oakmark Funds.

He joined Harris Associates in 2013. During his time at the firm, he has served as a research associate and assistant. Prior to that he was an audit senior assistant at Deloitte & Touche.

Mr. Sitarz earned B.S. degrees in accounting and business administration from the University of Denver (2012).

Commentary

Oakmark Global Fund: First Quarter 2026

March 31, 2026

Quarterly update on performance, key contributors and detractors, and portfolio positioning.

Oakmark Global Select Fund: First Quarter 2026

March 31, 2026

Quarterly update on performance, key contributors and detractors, and portfolio positioning.

Oakmark Global Fund: Fourth Quarter 2025

December 31, 2025

At the sector level, the largest contributors to performance were health care and information technology, while consumer staples was the only detractor.

We do value investing differently

At Oakmark, we don’t have an opinion about how equities will perform this year, if a recession will start or if the political parties will produce pro-growth candidates during the next election cycle. As long-term investors, we don’t think it matters.