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.
News
CIO-International Equities and Portfolio Manager David Herro talked about why the growth rates of European companies are not based on where they’re located but...
January 15, 2025
Insights
Portfolio Managers Bill Nygren and Mike Nicolas discuss what has contributed to the shrinking large cap universe, how it can impact portfolio construction and...
January 15, 2025
Insights
CIO-International Equities and Portfolio Manager David Herro discusses how current stock valuations are remarkably low, what actions companies are taking to address the value...
January 13, 2025
Insights
CIO-U.S. and PM Bill Nygren discusses the wide spread in valuations in today’s S&P 500 and the opportunity it may provide for the patient...
January 6, 2025
News
Portfolio Manager Mike Nicolas made an investment case for a financials company in a "Value Investor Insight" interview that paid tribute to value investor...
December 31, 2024
Insights
We have always emphasized the importance of absolute returns over relative. Ultimately, our goal is to compound wealth at a reasonable rate of return...
December 31, 2024
Insights
Top NFL coaches drive strong cultures, and the lessons apply to investment firms.
December 20, 2024
Insights
Some companies are issuing shares and some are repurchasing them – why it all makes sense right now.
December 12, 2024
News
Head of Fixed Income and Portfolio Manager Adam Abbas talked about the importance of portfolio diversification as well as the opportunity set in today’s...
November 29, 2024
News
Harris Associates is honored to announce that Emily Neumark, CIMA® has been recognized by InvestmentNews as one of its 2024 Rising Stars for Best...
November 26, 2024
News
CIO-U.S. and Portfolio Manager Bill Nygren discussed the wide spread between stocks with high and low P/E ratios and highlighted five companies that provide...
November 6, 2024
News
CIO-U.S. and Portfolio Manager Bill Nygren discusses the firm’s private equity perspective to public equity investing, investment philosophy, risk management process and more during...
October 29, 2024
News
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Money Movers” to discuss portfolio activity over the most recent quarter.
October 21, 2024
Insights
Oakmark Portfolio Manager Bill Nygren discusses why he and his team believe there’s increased risk in the S&P 500 today — and how they...
October 16, 2024
Insights
Portfolio Manager Eric Liu discusses Harris | Oakmark’s long-term outlook and how it’s used to identify opportunities in international equities.
October 14, 2024
News
January 15, 2025
CIO-International Equities and Portfolio Manager David Herro talked about why the growth rates of European companies are not based on where they’re located but...
Insights
January 15, 2025
Portfolio Managers Bill Nygren and Mike Nicolas discuss what has contributed to the shrinking large cap universe, how it can impact portfolio construction and...
Insights
January 13, 2025
CIO-International Equities and Portfolio Manager David Herro discusses how current stock valuations are remarkably low, what actions companies are taking to address the value...
Insights
January 6, 2025
CIO-U.S. and PM Bill Nygren discusses the wide spread in valuations in today’s S&P 500 and the opportunity it may provide for the patient...
News
December 31, 2024
Portfolio Manager Mike Nicolas made an investment case for a financials company in a "Value Investor Insight" interview that paid tribute to value investor...
Insights
December 31, 2024
We have always emphasized the importance of absolute returns over relative. Ultimately, our goal is to compound wealth at a reasonable rate of return...
Insights
December 20, 2024
Top NFL coaches drive strong cultures, and the lessons apply to investment firms.
Insights
December 12, 2024
Some companies are issuing shares and some are repurchasing them – why it all makes sense right now.
News
November 29, 2024
Head of Fixed Income and Portfolio Manager Adam Abbas talked about the importance of portfolio diversification as well as the opportunity set in today’s...
U.S. Large Value Strategy
December 31, 2024
U.S. Equity Strategy - U.S. equities finished higher during the quarter with 4 of 11 GICS sectors posting positive returns. By sector, information technology and consumer discretionary contributed the most to market returns while...
Global Strategy
December 31, 2024
Global Strategy - Global equities finished lower during the quarter with 7 of 11 GICS sectors posting negative returns. By sector, health care and materials detracted the most from market returns while information technology...
International Equity Strategy
December 31, 2024
International Equity Strategy - International equities finished lower during the quarter with all GICS sectors posting negative returns. By sector, health care and materials were the most significant detractors from market returns during the...