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
We believe in delivering successful investment results for our clients and establishing long-term relationships with their representatives and consultants.
“No matter how brilliant your insight or attractive the risk-reward proposition of an active bet, benefits can be negated if behavioral biases go unchecked. By proactively addressing our biases, we aim to maximize the impact of our research insights and take full advantage of attractive risk-reward opportunities for our clients.”
—Lauren Digani, Manager, Institutional Client Service
Whether you are an institutional client or consult for one, you’ll find world-class options to fulfill your allocation needs. We have experience working directly with institutional clients, such as pension funds, foundations and endowments. We also understand how to work with consultants who represent them.
Regardless of the strategy or vehicle, expect a consistent application of our time-tested philosophy to our investment process.
We provide access to our investment professionals through regular communication regarding our performance, portfolio updates and thoughts on the best opportunities given the current investment environment.
More than a style of investing, generating value goes to the heart of everything we do for you. We believe our long-term relationships are a testament to our high level of customer service.
With a consistent, firm-wide investment philosophy and process, we build each separate account portfolio 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.
Related News, Insights, and Commentary
News
Portfolio Manager David Herro spoke about the financials and tech sectors on "Bloomberg Surveillance."
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.
Commentary
Concentrated Strategy - The fourth quarter saw a recovery in U.S. equity markets with all three major indexes finishing higher following declines in the...
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
Portfolio Manager Tony Coniaris reflects on how more than intellectual capital is needed for investment success.
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...
Commentary
U.S. Equity Strategy - The fourth quarter saw a recovery in U.S. equity markets with all three major indexes finishing higher following declines in...
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...
News
Harris Associates L.P. announced portfolio manager changes to the Oakmark Equity and Income Fund, Oakmark Global Fund, Oakmark Global Select Fund, Oakmark Fund, and...
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...
News
Portfolio Manager Bill Nygren participated in a Q&A with The Motley Fool where he discussed the structure of the investment team and the firm’s...
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
Portfolio Manager Bill Nygren appeared on CNBC’s “Squawk on the Street” to talk about new buys and sells in the portfolio.
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...
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...
News
The Oakmark International Fund is a Refinitiv Lipper Fund Awards winner for best international multi-cap value fund over the 10-year period.
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 the firm’s long-term outlook amid today’s market conditions and where he finds value, including...
News
Portfolio Manager Mike Nicolas spoke about the firm's broader definition of value and long investment horizon, which has uncovered opportunities in many market environments...
Insights
Client Communications Specialist Jack Morgan writes about the importance having the discipline to “stick to the basics” to avoid short-term trends and focus on...
News
Portfolio Manager Robert Bierig shared where he sees opportunity for value stocks in today’s market environment during an interview with TheStreet.
Insights
The silver lining on the types of markets we experienced over the past year is that they provide plenty of good investment opportunities for...
Insights
Director of Responsible Investing Chris Knowland discusses how the firm has always considered ESG factors in its value-oriented investment process.
Insights
Bill Nygren examines how five slogans from the Cubs’ manager can be taken off the field and applied to investing.
News
Portfolio Manager Bill Nygren talks about the financials sector and more on “Closing Bell: Overtime.”
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
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...
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 Managers Bill Nygren and Alex Fitch appeared on the “We Study Billionaires” podcast to discuss navigating the current market environment and provide examples...
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...
News
Portfolio Manager Tony Coniaris appeared on CNBC’s “Squawk on the Street” to talk about where he is finding value hidden in plain sight, such...
Insights
“If you don't like the weather in New England now, just wait a few minutes.” – Mark Twain
Insights
Institutional Client Service Manager Lauren Digani discusses why millennial investors may be best positioned to benefit from value exposure in their portfolios.
Insights
Portfolio Manager Bill Nygren shares why volatility is an opportunity to improve the degree of undervaluation in our portfolios.
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
Kristi Rowsell, president of Harris Associates and the Oakmark Funds, will retire from the firm in the first half of 2021. Chris Keller will...
News
Portfolio Manager Bill Nygren talked about new names that were added to the portfolio in the third quarter on CNBC’s “Squawk on the Street.”
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...
News
Portfolio Manager Robert Bierig discussed the firm’s investment philosophy and process, portfolio positioning, and where he sees value today in an interview with The...
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 David Herro was a keynote speaker at the SecureFutures 2022 Investment Conference where he talked about market volatility and where he sees...
Diversity, Equity & Inclusion
Harris Associates’ Diversity, Equity & Inclusion (DEI) Council hosted Steve Rogers, entrepreneur, professor and trustee of the Oakmark Funds, as a guest speaker as...
Commentary
Global All Cap Strategy - Major global markets generally experienced relief in the fourth quarter after equity markets had declined meaningfully throughout the first...
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...
News
Portfolio Manager David Herro commemorates the 30th anniversary of the Oakmark International Fund by reflecting on its history and sharing the importance of having...
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...
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...
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. ...
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
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...
Insights
Managing Director Jack Wildermuth writes about the importance of investing in companies with strong management teams.
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...
News
Portfolio Manager Bill Nygren spoke where he sees value today, including in the financials and communication services sectors on CNBC’s “Closing Bell Overtime”
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 talked about how long-term investors can navigate the current market environment along with opportunities in international markets on CNBC’s “Squawk...
News
Portfolio manager David Herro has been selected as the award recipient for 2016.
Insights
The market has justified concerns and that is why we have seen the performance of the stock market we have seen thus far in...
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 David Herro discussed why he is finding opportunities in international equities on CNBC’s “Squawk on the Street.”
News
Portfolio Manager Mike Nicolas appeared on CNBC’s “Squawk on the Street” to talk about current portfolio positioning.
Commentary
Global Strategy - Major global markets generally experienced relief in the fourth quarter after equity markets had declined meaningfully throughout the first three quarters...
Insights
Portfolio Manager Bill Nygren explains why the firm has a differentiated take on value investing by taking intangible assets into account.
News
Portfolio Manager David Herro shares why he sees opportunity today in international investing, especially in Europe.
News
Portfolio Manager Clyde McGregor talked about where he is finding opportunity in the current market environment on “Money Life with Chuck Jaffe.”
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
While their fields of play are different, Harris Associates and Coach Nick Sabin share a commitment to excellence.
Insights
Portfolio Manager Bill Nygren writes about the parallels found in being a successful winemaker and investor.
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
Portfolio Manager Bill Nygren talked about where he finds value in the equities market on CNBC's "Closing Bell: Overtime."
Commentary
Japan Strategy - Japanese financial markets experienced volatility throughout the fourth quarter of 2022. Equity indexes rose sharply throughout October and November before...
Commentary
International Equity Strategy - Major global markets generally experienced relief in the fourth quarter after equity markets had declined meaningfully throughout the first three...
Insights
Every market decline has its own unique precipitating causes. The past has shown the best way to compound long-term wealth involves riding out the...
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
Global Concentrated Strategy - Major global markets generally experienced relief in the fourth quarter after equity markets had declined meaningfully throughout the first three...
News
Portfolio Manager David Herro discussed value investing opportunities in international markets, particularly in Europe and China, with Barron’s.
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.
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.
News
Portfolio Manager David Herro spoke about the financials and energy sectors on "Bloomberg Surveillance."
Commentary
International Small Cap Strategy - Major global markets generally experienced relief in the fourth quarter after equity markets had declined meaningfully throughout the first...
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...
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
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...
News
Portfolio Manager Adam Abbas participated in a “GuruFocus Value Investing Live” webinar to discuss the investment process of the Oakmark Bond Fund.
Insights
Portfolio Manager Eric Liu discusses how Harris Associates measures risk in Chinese equity markets.
News
Portfolio Manager Tony Coniaris talks about the firm’s long-term approach to business value 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...
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
It is difficult to know where to begin on recapping this past year— it defies summation in many respects.
Insights
International investment analyst Alex Frey shares how the firm’s checklist mentality fuels its time-tested research process.
Insights
Client Portfolio Manager Daniel Nicholas shares the parallels to be found in overcoming obstacles, such as climbing the equivalent of Mount Everest, and investing....
News
Kat Chairez, head of execution strategy, was featured in Crain’s Chicago Business’ “40 Under 40,” which highlights successful community leaders.
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 where he sees opportunities today, including in the financials and communication services sectors, on CNBC’s “Closing Bell.”
News
Portfolio Manager Bill Nygren discussed current market opportunities and new names that were added to the portfolio in the second quarter on CNBC’s “Squawk...
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...
