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
Harris | Oakmark CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Squawk Box” to discuss the latest market trends, state of the economy, impact...
June 20, 2025
Insights
Harris | Oakmark portfolio managers Bill Nygren and Mike Nicolas discuss today’s market environment, and what they look for in a good investment idea...
May 31, 2025
News
Director of U.S. Research and portfolio manager Alex Fitch discusses the complexities of investing, the importance of balancing ego and clear thinking, and the...
May 6, 2025
News
Harris Associates Private Wealth Management was ranked #10 on Crain’s Chicago Business list of the “Largest Wealth Management Firms in the Chicago Area.”
May 1, 2025
Insights
Bill Nygren, CIO-U.S. and portfolio manager, discusses the criteria used to evaluate the management teams and companies he and his team invest in.
April 16, 2025
Insights
CIO-International Equities and Portfolio Manager David Herro and Director of International Research Justin Hance discuss the positive backdrop for international equities.
April 15, 2025
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
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
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
June 20, 2025
Harris | Oakmark CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Squawk Box” to discuss the latest market trends, state of the economy, impact...
Insights
May 31, 2025
Harris | Oakmark portfolio managers Bill Nygren and Mike Nicolas discuss today’s market environment, and what they look for in a good investment idea...
News
May 6, 2025
Director of U.S. Research and portfolio manager Alex Fitch discusses the complexities of investing, the importance of balancing ego and clear thinking, and the...
News
May 1, 2025
Harris Associates Private Wealth Management was ranked #10 on Crain’s Chicago Business list of the “Largest Wealth Management Firms in the Chicago Area.”
Insights
April 16, 2025
Bill Nygren, CIO-U.S. and portfolio manager, discusses the criteria used to evaluate the management teams and companies he and his team invest in.
Insights
April 15, 2025
CIO-International Equities and Portfolio Manager David Herro and Director of International Research Justin Hance discuss the positive backdrop for international equities.
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.
U.S. Large Value Strategy
March 31, 2025
U.S. Equity Strategy - U.S. equities finished lower during the quarter despite 7 of 11 GICS sectors posting positive returns. By sector, information technology and consumer discretionary detracted, while health care and financials contributed...
Global Strategy
March 31, 2025
Global Strategy - Global equities finished lower during the quarter despite 8 of 11 GICS sectors posting positive returns. By sector, information technology and consumer discretionary generated almost all of the negative momentum, while...
International Equity Strategy
March 31, 2025
International Equity Strategy - International equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. By sector, financials and industrials contributed the most to market returns, while information technology...