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
September 30, 2025
U.S. Equity Strategy - U.S. equities finished higher during the quarter, with 10 of 11 GICS sectors posting positive returns. Information technology drove the majority of positive market momentum, followed by communication services. Consumer...
Global Strategy
September 30, 2025
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 consumer staples...
International Equity Strategy
September 30, 2025
International Equity Strategy - International equities finished higher during the quarter, with 10 of 11 GICS sectors posting positive returns. By sector, financial and industrials contributed the most to market returns while consumer staples...
Concentrated Strategy
September 30, 2025
Concentrated Strategy - U.S. equities finished higher during the quarter, with 10 of 11 GICS sectors posting positive returns. Information technology drove the majority of positive market momentum, followed by communication services. Consumer staples...
Global All Cap Strategy
September 30, 2025
Global All Cap 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...
Global Concentrated Strategy
September 30, 2025
Global Concentrated 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 consumer...
International Small Cap Strategy
September 30, 2025
International Small Cap Strategy - International equities finished higher during the quarter, with 10 of 11 GICS sectors posting positive returns. By sector, financial and industrials contributed the most to market returns while consumer...
Japan Strategy
September 30, 2025
Japan Strategy - Japanese equities finished higher during the quarter, supported by a confluence of factors, including the U.S.-Japan trade agreement, broad strength in corporate outlooks after solid first-quarter financial results, and generally positive...
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