News
Bill Nygren in MarketWatch (11.06.24)
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
November 6, 2024
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...
Insights
October 31, 2024
Client Portfolio Manager Danny Nicholas shares why we largely exclude politics when making long-term forecasts.
News
October 29, 2024
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...
News
October 21, 2024
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Money Movers” to discuss portfolio activity over the most recent quarter.
Insights
October 16, 2024
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...
Insights
October 15, 2024
Oakmark Portfolio Managers David Herro and Eric Liu discuss how macro and geopolitical events may impact international stocks in the short term and why...
Insights
October 14, 2024
Portfolio Manager Eric Liu discusses Harris | Oakmark’s long-term outlook and how it’s used to identify opportunities in international equities.
Insights
September 30, 2024
It remains our job, at Harris Associates, to see through these impending headlines (aye, not ignore), understand the impact to cash flows, and evaluate...
News
September 26, 2024
Chairman and Portfolio Manager Tony Coniaris talked about what falling interest rates mean for financial holdings during a CNBC “Money Movers” interview.
U.S. Large Value Strategy
September 30, 2024
U.S. Equity Strategy - U.S. equities finished higher during the third quarter, with 10 of 11 GICS sectors posting positive returns. The financials and industrials sectors contributed most to market performance, while energy was...
Global Strategy
September 30, 2024
Global Strategy - Global equities finished higher during the third quarter, with 10 of 11 GICS sectors posting positive returns. The financials and industrials sectors contributed most to market performance, while energy was the...
International Equity Strategy
September 30, 2024
International Equity Strategy - International equities finished higher during the third quarter, with 9 of 11 GICS sectors posting positive returns. The financials and industrials sectors were the strongest contributors to international market returns,...