Insights
Why the case for value investing remains strong
For fifteen years, growth has dominated and value has faced real headwinds — leading many to conclude the discipline itself is outdated. We disagree....
July 23, 2026
Insights
July 23, 2026
For fifteen years, growth has dominated and value has faced real headwinds — leading many to conclude the discipline itself is outdated. We disagree....
Insights
June 30, 2026
In the span of just one quarter, the market has asked investors to believe two opposing narratives. Ninety days ago, the story was one...
Insights
May 12, 2026
In this recent video, Portfolio Manager Michael Nicolas discusses how AI fears have driven sharp selloffs across software—but history suggests broad narratives often miss...
Insights
May 12, 2026
Tony Coniaris, Co-CIO International Equities, shares insights on the surprising shifts in the market, the dramatic impact of AI innovation, and how global events...
News
April 2, 2026
Harris | Oakmark announces planned investment team and leadership updates, reinforcing long-term succession planning and a disciplined value investing approach.
Insights
March 31, 2026
A quarter of extraordinary headlines—seen through a disciplined valuation lens. How we separate noise from cash flows, and price “normal” in markets that feel...
Insights
March 20, 2026
Oil prices may swing wildly, but we focus on value driven by fundamentals. Alex Fitch, Director of U.S. Research, explains how a bottom‑up approach...
News
March 13, 2026
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Squawk Box” to discuss the latest market trends and why he doesn't think recent volatility will...
News
February 28, 2026
Co-CIOs-International David Herro and Tony Coniaris discuss how they’re uncovering high‑quality global businesses trading at compelling valuations.

U.S. Large Value Strategy
June 30, 2026
U.S. Equity Strategy - U.S. equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. Information technology and industrials contributed the most to market returns while energy and utilities...
Global Strategy
June 30, 2026
Global Strategy - Global equities finished higher during the quarter with 10 of 11 GICS sectors posting positive returns. By sector, information technology and financials contributed the most to market returns while energy was...
International Equity Strategy
June 30, 2026
International Equity Strategy - International equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. By sector, financials and information technology contributed the most to market returns while energy...