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 Funds

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
1-800-OAKMARK (625-6275)

The Quarterly Recap

Commentary

U.S. Equity Strategy

September 30, 2021

U.S. stock market indexes finished relatively flat for the period after retreating from all-time highs during the final few weeks of September.

Global Strategy

September 30, 2021

Major global markets contended with volatility stemming from a variety of sources in the third quarter.

International Equity Strategy

September 30, 2021

Major global markets contended with volatility stemming from a variety of sources in the third quarter.

Concentrated Strategy

September 30, 2021

U.S. stock market indexes finished relatively flat for the period after retreating from all-time highs during the final few weeks of September.

Global All Cap Strategy

September 30, 2021

Major global markets contended with volatility stemming from a variety of sources in the third quarter.

Global Concentrated Strategy

September 30, 2021

Major global markets contended with volatility stemming from a variety of sources in the third quarter.

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