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 discussed finding opportunity amid tariff uncertainty and market volatility during a CNBC “Squawk Box” interview.
April 8, 2025
Insights
The Harris | Oakmark investment team weighs in on the potential impacts of the recently announced tariffs.
April 7, 2025
News
Harris | Oakmark CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Squawk Box” to discuss tariffs and where he’s finding value in today’s market.
April 3, 2025
Insights
The 2025 market environment has been challenged by economic and political uncertainty, which has led to a spike in volatility and a negative shift...
March 31, 2025
News
The Oakmark International Small Cap Fund is honored to receive a 2025 LSEG Lipper Fund Award for best International Small/Mid-Cap Core Fund over five...
March 14, 2025
News
Harris | Oakmark CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Money Movers” to discuss where he’s finding value in today’s market.
March 12, 2025
News
CIO–U.S. and portfolio manager Bill Nygren discusses Harris | Oakmark’s rigorous research and investment process, the importance of intellectual tension, and some investment insights...
March 11, 2025
News
Mike Manelli, Partner and co-portfolio manager of the Oakmark International Fund and the Oakmark International Small Cap Fund, will retire at year-end 2025 –...
March 7, 2025
News
CIO-U.S. and Portfolio Manager Bill Nygren discussed his investment background, the evolution of value investing, how the current market environment may impact portfolios and...
February 3, 2025
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
April 8, 2025
CIO-International Equities and Portfolio Manager David Herro discussed finding opportunity amid tariff uncertainty and market volatility during a CNBC “Squawk Box” interview.
Insights
April 7, 2025
The Harris | Oakmark investment team weighs in on the potential impacts of the recently announced tariffs.
News
April 3, 2025
Harris | Oakmark CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Squawk Box” to discuss tariffs and where he’s finding value in today’s market.
Insights
March 31, 2025
The 2025 market environment has been challenged by economic and political uncertainty, which has led to a spike in volatility and a negative shift...
News
March 14, 2025
The Oakmark International Small Cap Fund is honored to receive a 2025 LSEG Lipper Fund Award for best International Small/Mid-Cap Core Fund over five...
News
March 12, 2025
Harris | Oakmark CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Money Movers” to discuss where he’s finding value in today’s market.
News
March 11, 2025
CIO–U.S. and portfolio manager Bill Nygren discusses Harris | Oakmark’s rigorous research and investment process, the importance of intellectual tension, and some investment insights...
News
March 7, 2025
Mike Manelli, Partner and co-portfolio manager of the Oakmark International Fund and the Oakmark International Small Cap Fund, will retire at year-end 2025 –...
News
February 3, 2025
CIO-U.S. and Portfolio Manager Bill Nygren discussed his investment background, the evolution of value investing, how the current market environment may impact portfolios and...
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...