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
March 31, 2026
U.S. Equity Strategy - U.S. equities finished lower during the quarter despite 6 of 11 GICS sectors posting positive returns. Information technology and financials detracted the most from market returns while energy and industrials...
Global Strategy
March 31, 2026
Global Strategy - Global equities finished lower during the quarter despite 6 of 11 GICS sectors posting positive returns. By sector, information technology and financials detracted the most from market returns while energy and...
International Equity Strategy
March 31, 2026
International Equity Strategy - International equities finished lower during the quarter with 8 of 11 GICS sectors posting negative returns. By sector, consumer discretionary and financials detracted the most from market returns while energy...
Concentrated Strategy
March 31, 2026
Concentrated Strategy - U.S. equities finished lower during the quarter despite 6 of 11 GICS sectors posting positive returns. Information technology and financials detracted the most from market returns while energy and industrials contributed.
Global All Cap Strategy
March 31, 2026
Global All Cap Strategy - Global equities finished lower during the quarter despite 6 of 11 GICS sectors posting positive returns. By sector, information technology and financials detracted the most from market returns while...
Global Concentrated Strategy
March 31, 2026
Global Concentrated Strategy - Global equities finished lower during the quarter despite 6 of 11 GICS sectors posting positive returns. By sector, information technology and financials detracted the most from market returns while energy...
International Small Cap Strategy
March 31, 2026
International Small Cap Strategy - International equities finished lower during the quarter with 8 of 11 GICS sectors posting negative returns. By sector, consumer discretionary and financials detracted the most from market returns while...
Japan Strategy
March 31, 2026
Japan Strategy - Japanese equities rose over the quarter but finished well below their February highs, which had been fueled by the landslide election victory of Liberal Democratic Party Prime Minister Sanae Takaichi and...
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