Insights
All Roads Lead to Rome
September 30, 2025
For quite some time, our client conversations, as well as our quarterly letters, have thoroughly discussed the composition and valuation of the S&P 500....
Insights
September 30, 2025
For quite some time, our client conversations, as well as our quarterly letters, have thoroughly discussed the composition and valuation of the S&P 500....
Insights
July 15, 2025
Bill Nygren, CIO–U.S. and Portfolio Manager, shares our approach to handling macro shocks and taking advantage of market disruptions.
Insights
July 14, 2025
Co-CIO–International Equities and Portfolio Manager Tony Coniaris, shares several reasons why he believes now is a good time for investors to reconsider diversifying their...
Insights
June 30, 2025
If you had only looked at the equity market on the first trading day of this year and not again until the end of...
Insights
May 31, 2025
Harris | Oakmark portfolio managers Bill Nygren and Mike Nicolas discuss today’s market environment, and what they look for in a good investment idea...

Insights
April 7, 2025
The Harris | Oakmark investment team weighs in on the potential impacts of the recently announced tariffs.