Despite challenges the past two years, international markets show promise, especially for stock pickers. Is the U.S. stronghold about to shift?
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.
There is a real disconnect between news flow on public companies and the value of the underlying businesses. The overwhelming majority of discussion is based on what may happen over the next year or so to create volatility in earnings, despite over 90% of intrinsic value depending on what happens after that. This provides opportunities for long-term, value-minded investors like us.
-Tony Coniaris, CFA, Partner, Co-Chairman
Insights
February 16, 2024
Despite challenges the past two years, international markets show promise, especially for stock pickers. Is the U.S. stronghold about to shift?
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