Value investing redefined
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.
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.
U.S. Large Value Strategy
December 31, 2025
U.S. Equity Strategy - U.S. equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. Health care and communication services contributed the most to market returns while real estate...
Global Strategy
December 31, 2025
Global Strategy - Global equities finished higher during the quarter with 10 of 11 GICS sectors posting positive returns. By sector, health care and financials contributed the most to market performance while real estate...
International Equity Strategy
December 31, 2025
International Equity Strategy - International equities finished higher during the quarter with 10 of 11 GICS sectors posting positive returns. By sector, financials and health care contributed the most to market performance while communication...
Concentrated Strategy
December 31, 2025
Concentrated Strategy - U.S. equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. Health care and communication services contributed the most to market returns while real estate and...
Global All Cap Strategy
December 31, 2025
Global All Cap Strategy - Global equities finished higher during the quarter with 10 of 11 GICS sectors posting positive returns. By sector, health care and financials contributed the most to market performance while...
Global Concentrated Strategy
December 31, 2025
Global Concentrated Strategy - Global equities finished higher during the quarter with 10 of 11 GICS sectors posting positive returns. By sector, health care and financials contributed the most to market performance while real...
International Small Cap Strategy
December 31, 2025
International Small Cap Strategy - International equities finished higher during the quarter with 10 of 11 GICS sectors posting positive returns. By sector, financials and health care contributed the most to market performance while...
Japan Strategy
December 31, 2025
Japan Strategy - Japanese equities rose during the quarter due to a confluence of factors including the Bank of Japan (BoJ) raising interest rates to 0.75%, corporate governance reforms and continued enthusiasm around the...
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