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, 2024
U.S. Equity Strategy - U.S. equities finished higher during the quarter with 4 of 11 GICS sectors posting positive returns. By sector, information technology and consumer discretionary contributed the most to market returns while...
Global Strategy
December 31, 2024
Global Strategy - Global equities finished lower during the quarter with 7 of 11 GICS sectors posting negative returns. By sector, health care and materials detracted the most from market returns while information technology...
International Equity Strategy
December 31, 2024
International Equity Strategy - International equities finished lower during the quarter with all GICS sectors posting negative returns. By sector, health care and materials were the most significant detractors from market returns during the...
Concentrated Strategy
December 31, 2024
Concentrated Strategy - U.S. equities finished higher during the quarter with 4 of 11 GICS sectors posting positive returns. By sector, information technology and consumer discretionary contributed the most to market returns while health...
Global All Cap Strategy
December 31, 2024
Global All Cap Strategy - Global equities finished lower during the quarter with 7 of 11 GICS sectors posting negative returns. By sector, health care and materials detracted the most from market returns while...
Global Concentrated Strategy
December 31, 2024
Global Concentrated Strategy - Global equities finished lower during the quarter with 7 of 11 GICS sectors posting negative returns. By sector, health care and materials detracted the most from market returns while information...
International Small Cap Strategy
December 31, 2024
International Small Cap Strategy - International equities finished lower during the quarter with all GICS sectors posting negative returns. By sector, health care and materials were the most significant detractors from market returns during...
Japan Strategy
December 31, 2024
Japan Strategy - Japanese equity markets finished higher during the quarter despite significant volatility. The Bank of Japan (BoJ) held its two-day policy meeting in December and announced it would hold interest rates...
Featured
Strategies + Vehicles
Who We Are