Insights
U.S. equities: Volatility creates opportunity
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...
May 12, 2026
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.

Insights
February 13, 2026
The software sector has experienced a dramatic shift in market perception over the past decade, moving from high valuation optimism to concerns about AI's...
News
January 27, 2026
David Herro, Co-CIO International Equities and Portfolio Manager joined CNBC "Fast Money" to talk about international investing opportunities.
U.S. Large Value Strategy
March 31, 2026
U.S. Equity Strategy - U.S. equities finished lower during the quarter despite 6 of 11 GICS sectors posting positive returns. Information technology and financials detracted the most from market returns while energy and industrials...
Global Strategy
March 31, 2026
Global Strategy - Global equities finished lower during the quarter despite 6 of 11 GICS sectors posting positive returns. By sector, information technology and financials detracted the most from market returns while energy and...
International Equity Strategy
March 31, 2026
International Equity Strategy - International equities finished lower during the quarter with 8 of 11 GICS sectors posting negative returns. By sector, consumer discretionary and financials detracted the most from market returns while energy...