News
Mike Nicolas on CNBC’s “Squawk on the Street” (06.08.22)
June 8, 2022
Portfolio Manager Mike Nicolas spoke about the firm's broader definition of value and long investment horizon, which has uncovered opportunities in many market environments...

Commentary
Oakmark Fund: First Quarter 2022
March 31, 2022
We took advantage of the market’s volatility during the quarter by adding six new positions to the portfolio. We also eliminated three of our holdings as each of these successful investments approached our estimate...
Oakmark Fund: Fourth Quarter 2021
December 31, 2021
While the continued economic recovery is unlikely to be linear, our long-term time horizon and bottom-up investment process afford us the ability to look past the near-term macro volatility and focus on what each...
Oakmark Fund: Third Quarter 2021
September 30, 2021
As long-term investors, we don’t make investments with the expectation that our thesis will play out quickly. More important to our process is the price we’re paying compared to what we believe a business...