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
June 30, 2025
U.S. Equity Strategy - U.S. equities finished higher during the quarter with 8 of 11 GICS sectors posting positive returns. Information technology and communication services drove the majority of the positive market momentum while...
Global Strategy
June 30, 2025
Global Strategy - Global equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. By sector, information technology and financials contributed the most to market performance while health care...
International Equity Strategy
June 30, 2025
International Equity Strategy - International equities finished higher during the quarter with all GICS sectors posting positive returns. By sector, financials and industrials contributed the most to market performance. By country, all countries contributed...
Concentrated Strategy
June 30, 2025
Concentrated Strategy - U.S. equities finished higher during the quarter with 8 of 11 GICS sectors posting positive returns. Information technology and communication services drove the majority of the positive market momentum while health...
Global All Cap Strategy
June 30, 2025
Global All Cap Strategy - Global equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. By sector, information technology and financials contributed the most to market performance while...
Global Concentrated Strategy
June 30, 2025
Global Concentrated Strategy - Global equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. By sector, information technology and financials contributed the most to market performance while health...
International Small Cap Strategy
June 30, 2025
International Small Cap Strategy - International equities finished higher during the quarter with all GICS sectors posting positive returns. By sector, financials and industrials contributed the most to market performance. By country, all countries...
Japan Strategy
June 30, 2025
Japan Strategy - Japanese equities finished higher during the quarter despite initially falling in response to the market shocks of U.S. tariffs. Key indices rebounded quickly and appreciated healthily after President Donald Trump declared...
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