The Oakmark family of mutual funds is an extension of Harris Associates’ value-focused approach to investing. For more about our selection of funds, visit Oakmark.com.
Since the formation of Harris Associates as a partnership in 1976 and straight through to today, we’ve held ourselves accountable to three enduring principles:
Throughout our history, we have implemented a consistent investment philosophy.
We are committed to using an intensive research process to identify attractive investment opportunities to meet your goals.
We are as proud of our client service as we are of our outstanding long-term investment results.
We build our portfolios based on the merits of each investment opportunity.
Businesses trading at a significant discount to our estimate of their intrinsic value
Companies expected to grow their per-share value over the long term
Executive teams that think and act like owners
News
Portfolio Manager David Herro discussed portfolio management during the pandemic, today’s competitive landscape and lessons learned over his career during Morningstar’s “The Long View”...
News
July 12, 2021
Portfolio Manager Bill Nygren talked about sectors he finds attractive, such as energy, technology and financials, in a CNBC “Closing Bell” interview.
News
July 7, 2021
Portfolio Manager Bill Nygren talked about why he is open to less traditional value stocks in a “Barron’s” interview.
News
July 1, 2021
Citywire Professional Buyer Featured the Oakmark International Small Cap Fund because of its returns within the Morningstar Foreign Small/Mid Value category.
The team at Harris is extremely collaborative. It’s not about hierarchy—we all pitch in to get work done. Our work ethic and the way that we interact with one another are emblematic of a really healthy organization where no one feels above doing whatever is required to accomplish the client’s goals.
—Zack Weber, Chief Financial Officer
Find out which positions we are currently recruiting for and the type of candidates we seek.
