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
Portfolio Manager Bill Nygren talked about why he finds attractive opportunities in the energy and financials sectors during a CNBC “Closing Bell: Overtime” interview.
April 16, 2024
News
Portfolio Manager Alex Fitch discusses new portfolio additions to highlight opportunities in today’s market during a CNBC “Money Movers” interview.
April 10, 2024
Insights
The new year has gotten off to a strong start. The S&P 500 Index, the index frequently used to gauge the health of the...
March 31, 2024
News
Portfolio Manager Adam Abbas appeared on Yahoo! Finance to talk about the Federal Reserve’s latest meeting regarding interest rates as well as volatility in...
March 20, 2024
News
Portfolio Manager Alex Fitch shares the importance of mid-cycle earnings when valuing a business during an interview on “The JRo Show.”
March 20, 2024
News
Portfolio Manager Mike Nicolas discusses why growing per share value over time is a key tenant that helps to avoid value traps during an...
March 15, 2024
News
The Oakmark Equity and Income Fund is honored to receive a 2024 LSEG Lipper Fund Award for best mixed-asset target allocation moderate fund over...
March 14, 2024
News
Portfolio Manager Mike Nicolas discusses today’s opportunity set, makes a case for financials, and comments on value versus growth investing during a CNBC “Money...
March 11, 2024
Insights
Portfolio Managers Bill Nygren and Adam Abbas talk about the efficacy of a 60/40 portfolio and why bonds are critical to portfolio construction today....
March 11, 2024
News
Portfolio Manager Bill Nygren appeared on CNBC’s “Squawk on the Street” to discuss the current value environment, the Magnificent Seven and why he sees...
March 6, 2024
News
Portfolio Manager David Herro discusses investing in Japan and why, despite current market conditions, investors should be cautious during a CNBC “Closing Bell: Overtime”...
February 22, 2024
News
Portfolio Managers Alex Fitch and Mike Nicolas discuss how the firm defines value investing, its idea generation and research process, and how to estimate...
February 20, 2024
Insights
Despite challenges the past two years, international markets show promise, especially for stock pickers. Is the U.S. stronghold about to shift?
February 16, 2024
News
Portfolio Manager David Herro shares why there are pockets of value to be found in Europe during a Bloomberg Radio interview.
February 13, 2024
News
Portfolio Manager David Herro discusses the opportunity set outside the U.S., particularly in Europe, where one can find high-quality businesses during a Bloomberg Surveillance...
February 13, 2024
News
Portfolio Manager David Herro shares why one looks outside the U.S., particularly Europe, they’re able to find high-quality, well-managed businesses that trade at almost...
February 6, 2024
News
Portfolio Manager Bill Nygren discusses the firm’s long-term investment outlook and how that provides opportunities to find value where others don’t during a Business...
February 5, 2024
News
Portfolio Manager Adam Abbas discusses the leveraged finance market landscape during a podcast interview on Reorg Radio.
February 5, 2024
News
April 16, 2024
Portfolio Manager Bill Nygren talked about why he finds attractive opportunities in the energy and financials sectors during a CNBC “Closing Bell: Overtime” interview.
News
April 12, 2024
Portfolio Manager Adam Abbas appeared on Reuters TV to discuss the latest inflation readings and the impact they could have on the fixed income...
News
April 10, 2024
Portfolio Manager Alex Fitch discusses new portfolio additions to highlight opportunities in today’s market during a CNBC “Money Movers” interview.
Insights
March 31, 2024
The new year has gotten off to a strong start. The S&P 500 Index, the index frequently used to gauge the health of the...
News
March 20, 2024
Portfolio Manager Adam Abbas appeared on Yahoo! Finance to talk about the Federal Reserve’s latest meeting regarding interest rates as well as volatility in...
News
March 20, 2024
Portfolio Manager Alex Fitch shares the importance of mid-cycle earnings when valuing a business during an interview on “The JRo Show.”
News
March 15, 2024
Portfolio Manager Mike Nicolas discusses why growing per share value over time is a key tenant that helps to avoid value traps during an...
News
March 14, 2024
The Oakmark Equity and Income Fund is honored to receive a 2024 LSEG Lipper Fund Award for best mixed-asset target allocation moderate fund over...
News
March 11, 2024
Portfolio Manager Mike Nicolas discusses today’s opportunity set, makes a case for financials, and comments on value versus growth investing during a CNBC “Money...
U.S. Large Value Strategy
March 31, 2024
U.S. Equity Strategy - U.S. equities showed strength throughout the first quarter of 2024, aided by excitement surrounding artificial intelligence, encouraging economic data and investor expectations for rate cuts from the U.S. Federal Reserve...
Global Strategy
March 31, 2024
Global Strategy - Major global equity markets showed strength throughout the first quarter of 2024. The U.S. and Europe were aided by excitement surrounding artificial intelligence, encouraging economic data and investor expectations for rate...
International Equity Strategy
March 31, 2024
International Equity Strategy - Major global equity markets showed strength throughout the first quarter of 2024. The U.S. and Europe were aided by excitement surrounding artificial intelligence, encouraging economic data and investor expectations for...