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, 2025
U.S. Equity Strategy - U.S. equities finished lower during the quarter despite 7 of 11 GICS sectors posting positive returns. By sector, information technology and consumer discretionary detracted, while health care and financials contributed...
Global Strategy
March 31, 2025
Global Strategy - Global equities finished lower during the quarter despite 8 of 11 GICS sectors posting positive returns. By sector, information technology and consumer discretionary generated almost all of the negative momentum, while...
International Equity Strategy
March 31, 2025
International Equity Strategy - International equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. By sector, financials and industrials contributed the most to market returns, while information technology...
Concentrated Strategy
March 31, 2025
Concentrated Strategy - U.S. equities finished lower during the quarter despite 7 of 11 GICS sectors posting positive returns. By sector, information technology and consumer discretionary detracted, while health care and financials contributed the...
Global All Cap Strategy
March 31, 2025
Global All Cap Strategy - Global equities finished lower during the quarter despite 8 of 11 GICS sectors posting positive returns. By sector, information technology and consumer discretionary generated almost all of the negative...
Global Concentrated Strategy
March 31, 2025
Global Concentrated Strategy - Global equities finished lower during the quarter despite 8 of 11 GICS sectors posting positive returns. By sector, information technology and consumer discretionary generated almost all of the negative momentum,...
International Small Cap Strategy
March 31, 2025
International Small Cap Strategy - International equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. By sector, financials and industrials contributed the most to market returns, while information...
Japan Strategy
March 31, 2025
Japan Strategy - Japanese equity markets declined during the quarter amid ongoing volatility, driven by a combination of investor concern over the potential impact of looming tariffs on exporters and uncertainty on the...
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