News
David Herro on CNBC’s “Closing Bell” (09.27.21)
Portfolio Manager David Herro discussed what companies may benefit from the reopening of the global economy on CNBC’s “Closing Bell.”
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
Whether you seek a value allocation for your clients’ separately managed accounts, sub-advisory services for your practice or mutual funds that can fill a specific need, you’ll find your solution in the range of products and services we offer.
Together we can provide your clients best-in-class service and the right portfolio strategy to meet their needs.
We take a relationship-first approach when working with registered investment advisors, financial planners and other investment intermediaries. We’re here to help you extend the capabilities of your practice for your clients.
Our approach to portfolio construction can accommodate unique client factors, including directed investment restrictions, diversification issues and tax considerations.
A dedicated and experienced team is available to help you each step of the way.
Expect regular communication regarding our performance, positioning and access to our thoughts on how current market conditions are affecting value.
With a consistent, firm-wide investment philosophy and process, each separate account portfolio is built one stock at a time. Because the needs of each client are different and the markets constantly change, the separate account relationship is a dynamic one.
An extension of Harris Associates’ value-focused approach to investing, our family of mutual funds is available through financial advisors, directly from Harris Associates and other intermediaries.
Related News, Insights, and Commentary
News
Portfolio Manager David Herro discussed what companies may benefit from the reopening of the global economy on CNBC’s “Closing Bell.”
News
Portfolio Manager Bill Nygren talked about recent portfolio activity in a CNBC “Halftime Report” interview.
News
Portfolio Manager Bill Nygren talked about the two-tiered equity market and where he is finding value on CNBC’s “Squawk on the Street.”
News
Portfolio Manager Mike Nicolas discussed why he is finding value in the financials and payments spaces on CNBC’s “Squawk on the Street.”
News
Portfolio Manager Bill Nygren talked to Citywire Professional Buyer about the firm’s approach to value investing.
Insights
During times of crisis, Portfolio Manager Bill Nygren shares why it is important to remember what our expertise is and limit our opinions to...
News
Portfolio Manager Bill Nygren talked about the firm’s private equity approach to public equity investing and highlighted a handful of companies in which he...
Insights
Portfolio Manager and CIO-International Equities David Herro writes about the impact the tragic events in Ukraine have had on the firm’s international strategies and...
News
Portfolio Manager Bill Nygren discussed why he sees opportunity in the financials, energy and communication services sectors on CNBC’s “Closing Bell.”
Insights
If you’ve ever gone on a long car ride for vacation or out-of-town wedding, and then returned home, perhaps you’ve felt that the return...
Insights
The international team portfolio managers reflect on why we believe the Oakmark International Fund is positioned in strong banks in the European financials sector...
News
Portfolio Manager Adam Abbas was interviewed on the “Money Life with Chuck Jaffe” podcast where he talked about the launch of the Bond Fund...
Insights
While their fields of play are different, Harris Associates and Coach Nick Sabin share a commitment to excellence.
News
Portfolio Manager Bill Nygren discussed why there’s value to be found in the financials and energy sectors along with new names that were added...
News
Portfolio manager David Herro has been selected as the award recipient for 2016.
News
Portfolio Manager David Herro discussed value opportunities as the economy begins a phased reopening on CNBC’s “Squawk on the Street.”
Insights
We are now fifteen months along since the market hit its pandemic low on March 23rd of last year. In that time U.S. stocks...
Insights
Bill Nygren examines how five slogans from the Cubs’ manager can be taken off the field and applied to investing.
Commentary
Concentrated Strategy - U.S. markets finished lower for the quarter for the first time since the Covid-19 pandemic began. Russia’s invasion of Ukraine caused...
News
Portfolio Manager David Herro talked about why there is value to be found in international equity markets on CNBC’s “Squawk on the Street.”
Insights
A message from David Herro on recent Credit Suisse leadership changes.
Insights
Portfolio Manager Bill Nygren shares why volatility is an opportunity to improve the degree of undervaluation in our portfolios.
News
Kat Chairez, head of execution strategy, was featured in Crain’s Chicago Business’ “40 Under 40,” which highlights successful community leaders.
Commentary
International Small Cap Strategy - Major global markets finished lower for the first quarter as Russia’s invasion of Ukraine prompted unease among investors. In...
News
Citywire Professional Buyer Featured the Oakmark International Small Cap Fund because of its returns within the Morningstar Foreign Small/Mid Value category.
News
Portfolio Manager Bill Nygren appeared on “The Investor's Podcast” to talk about the firm’s value investment philosophy and process, generalist model, and current holdings.
Insights
There is a well-established phenomenon in psychology called the endowment effect. In an investment context, it manifests as falling in love with stocks that...
News
After more than 33 years of distinguished service, Co-Chairman and Co-Portfolio Manager Kevin Grant will retire at the end of this year. Upon Mr....
Insights
Portfolio Manager Tony Coniaris reflects on how more than intellectual capital is needed for investment success.
News
Portfolio Manager Tony Coniaris appeared on CNBC’s “Squawk on the Street” to discuss the firm’s long-term investment outlook and highlight a technology stock that...
News
Portfolio Manager Mike Nicolas appeared on “Bloomberg Markets” to talk about why he thinks there is value to be found in the technology and...
Insights
International Investment Analyst Mahesh Rupanagudi describes how Harris’ value investment approach led to a recent investment in a life insurance company.
Insights
Portfolio Manager and U.S. Investment Analyst Robert Bierig shares why it can be safer to invest in stocks than a money market fund for...
Insights
Portfolio Manager Eric Liu discusses how Harris Associates measures risk in Chinese equity markets.
Insights
It is difficult to know where to begin on recapping this past year— it defies summation in many respects.
Insights
One could argue the active versus passive debate is poorly framed. Client Portfolio Manager Daniel Nicholas discusses how a more productive discussion is the...
Insights
Client Portfolio Manager Daniel Nicholas describes how our investment team uses various methods to triangulate a company’s intrinsic value and then measure its margin...
News
Portfolio Manager Bill Nygren spoke about why he is finding value in the financials sector on CNBC’s “Squawk on the Street.”
Commentary
Global Concentrated Strategy - Major global markets finished lower for the first quarter as Russia’s invasion of Ukraine prompted unease among investors. In particular,...
Insights
Portfolio Manager Win Murray discusses the possible significance of the virus on business value.
Insights
The first six months of this year brought on the worst global health crisis in more than a century. The result has been a...
Insights
With the arrival of March Madness, Product Specialist Lauren Digani draws parallels between tournament brackets and investing that can help inform when to go...
Insights
Because current trends have become so out of step with Harris Associates’ time-tested approach to investing, I thought it would be useful to go...
Commentary
Global Strategy - Major global markets finished lower for the first quarter as Russia’s invasion of Ukraine prompted unease among investors. In particular, major...
Commentary
Global All Cap Strategy - Major global markets finished lower for the first quarter as Russia’s invasion of Ukraine prompted unease among investors. In...
News
The Oakmark International Fund is a Refinitiv Lipper Fund Awards winner for best international multi-cap value fund over the 10-year period.
News
Harris Associates L.P. announced the launch of the Oakmark Bond Fund, which seeks to maximize both current income and total return by investing in...
Insights
Client Portfolio Manager Daniel Nicholas shares why he thinks the recent value rally may continue to benefit going into an accelerating period of economic...
Insights
Director of U.S. Research Alex Fitch writes about why the role of the ESG-conscious investor should be to balance trade-offs and make decisions that...
Insights
U.S. Investment Analyst Joe Pittman explains why Harris’ commitment to continuous learning is foundational to successful investing in a dynamic world.
News
Portfolio Manager Bill Nygren appeared on “Barron’s Roundtable” to discuss where he is finding value today, including in the communication services, financials and energy...
News
Portfolio Manager David Herro spoke about the financials and energy sectors on "Bloomberg Surveillance."
News
Portfolio Manager David Herro talked about why he sees opportunity in European companies, especially within the financials sector, on CNBC’s “Squawk on the Street.”
News
Harris Associates is honored to announce that the Oakmark International Small Cap Fund (Institutional) is a Refinitiv Lipper Fund Award winner for best international...
Insights
Coming off a positive year for equities, this year continued apace for the first few weeks. The S&P 500 was up about 3% for...
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
The Natixis U.S. Equity Opportunities ETF is an actively managed core U.S. equity ETF that combines that value investing expertise of Harris with the...
Commentary
Japan Strategy - Major global markets finished lower for the first quarter as Russia’s invasion of Ukraine prompted unease among investors. In particular,...
Commentary
International Equity Strategy - Major global markets finished lower for the first quarter as Russia’s invasion of Ukraine prompted unease among investors. In particular,...
News
Portfolio Manager David Herro appeared on CNBC’s “Closing Bell” to talk about opportunities in international equities.
Insights
Client Portfolio Manager Daniel Nicholas explains why it can be best for investors to stay the course when mitigating the threat of economic stress...
News
Portfolio Manager Tony Coniaris talked about where he is finding value today, including in the health care, technology and consumer staples sectors, on CNBC’s...
Insights
At Harris Associates, we believe there is no better way to convey confidence in our stock-picking abilities than to invest in our own funds. ...
Commentary
U.S. Equity Strategy - U.S. markets finished lower for the quarter for the first time since the Covid-19 pandemic began. Russia’s invasion of Ukraine...
News
After more than 18 years at Harris Associates, including 10 years as the director of U.S. research, Win Murray will retire at the end...
News
Portfolio Manager Bill Nygren spoke about the firm’s long-term outlook and where he sees opportunity in the market on CNBC’s “Squawk on the Street.”
News
Portfolio Manager Tony Coniaris discussed the distinguishing characteristics of the firm’s value investment philosophy and process and why he is finding value in a...
Insights
Portfolio Manager David Herro shares why the recent market volatility allows the firm to position portfolios that may provide access to good long-term returns.
Insights
The ability to see through the trees is always necessary as an investor. Whether that be the headlines about supply chain, inflation, interest rate...
News
Portfolio Manager Bill Nygren talked about why he is open to less traditional value stocks in a “Barron’s” interview.
Insights
Portfolio Manager Bill Nygren explains why the firm has a differentiated take on value investing by taking intangible assets into account.
News
Adam Abbas, co-head of fixed income at Harris Associates L.P., adviser to the Oakmark Funds and an affiliate of Natixis Investment Managers, has been...
Insights
The headlines moving markets from the second quarter persisted into the third: inflation, supply chain disruptions, debt ceiling debates, etc. While those headlines are...
Insights
Portfolio manager Tony Coniaris draws parallels to how certain attributes apply to both “The Simpsons” enduring success and how Harris Associates/Oakmark approaches investing.
Insights
International investment analyst Alex Frey shares how the firm’s checklist mentality fuels its time-tested research process.
Insights
Portfolio Managers Justin Hance and Eric Liu share why the weekly research team meeting helps to fully vet new investment ideas. The discussion of...
Insights
Client Portfolio Manager Daniel Nicholas reflects on time-honored rituals at Oakmark that illustrate that what has made the Oakmark Fund successful since its founding...
News
Portfolio Managers Bill Nygren and Mike Nicolas appeared on the “Millennial Investing” podcast to talk about the firm’s investment philosophy and how that lead...
Insights
There is no doubt that the last two years have left all of us with some wounds. It’s unsettling that Covid is as prevalent...
News
Kristi Rowsell, president of Harris Associates and the Oakmark Funds, will retire from the firm in the first half of 2021. Chris Keller will...
Insights
Twelve months ago, we were at the onset of a global pandemic, the likes of which only those in the centenarian-plus club have remotely...
News
Portfolio Manager Adam Abbas participated in a “GuruFocus Value Investing Live” webinar to discuss the investment process of the Oakmark Bond Fund.
News
Portfolio Manager Tony Coniaris appeared on CNBC’s “Squawk on the Street” to talk about why he finds value in the payments space.
News
Harris Associates is honored to announce that the Oakmark Global Select Fund has won the 2018 Lipper Fund Awards in the Global Large-Cap Value...
Insights
Institutional Client Service Manager Lauren Digani discusses why millennial investors may be best positioned to benefit from value exposure in their portfolios.
News
Portfolio Manager Bill Nygren talked about the importance of staying focused on the long term when investing on “Money Life with Chuck Jaffe.”
Insights
“If you don't like the weather in New England now, just wait a few minutes.” – Mark Twain
Insights
Three quarters of the way through the seeming “decade” that is 2020, unpredictability seems to be a persistent attribute. Whether it be market performance,...
News
The Japan Equity Strategy is a recipient of the 2021 R&I Fund Awards for defined benefit pensions plans for Japanese equity value.
Insights
Director of Responsible Investing Chris Knowland discusses how the firm has always considered ESG factors in its value-oriented investment process.
News
Portfolio Manager Bill Nygren talked about sectors he finds attractive, such as energy, technology and financials, in a CNBC “Closing Bell” interview.