Insights
Bill Nygren, Portfolio Manager and Co-CIO U.S. on value investing in the AI era
In this recent GuruFocus conversation, Nygren breaks down the three-part test every stock must pass before it enters a Harris | Oakmark portfolio, the...
August 20, 2026













U.S. Large Value Strategy
June 30, 2026
U.S. Equity Strategy - U.S. equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. Information technology and industrials contributed the most to market returns while energy and utilities...
Global Strategy
June 30, 2026
Global Strategy - Global equities finished higher during the quarter with 10 of 11 GICS sectors posting positive returns. By sector, information technology and financials contributed the most to market returns while energy was...
International Equity Strategy
June 30, 2026
International Equity Strategy - International equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. By sector, financials and information technology contributed the most to market returns while energy...