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. Large Value Strategy

March 31, 2024

U.S. Large Value Strategy - U.S. equities showed strength throughout the first quarter of 2024, aided by excitement surrounding artificial intelligence, encouraging economic data and investor expectations for rate cuts from the U.S. Federal...

Global Strategy

March 31, 2024

Global Strategy - Major global equity markets showed strength throughout the first quarter of 2024. The U.S. and Europe were aided by excitement surrounding artificial intelligence, encouraging economic data and investor expectations for rate...

International Equity Strategy

March 31, 2024

International Equity Strategy - Major global equity markets showed strength throughout the first quarter of 2024. The U.S. and Europe were aided by excitement surrounding artificial intelligence, encouraging economic data and investor expectations for...

Concentrated Strategy

March 31, 2024

Concentrated Strategy - U.S. equities showed strength throughout the first quarter of 2024, aided by excitement surrounding artificial intelligence, encouraging economic data and investor expectations for rate cuts from the U.S. Federal Reserve this...

Global All Cap Strategy

March 31, 2024

Global All Cap Strategy - Major global equity markets showed strength throughout the first quarter of 2024. The U.S. and Europe were aided by excitement surrounding artificial intelligence, encouraging economic data and investor expectations...

Global Concentrated Strategy

March 31, 2024

Global Concentrated Strategy - Major global equity markets showed strength throughout the first quarter of 2024. The U.S. and Europe were aided by excitement surrounding artificial intelligence, encouraging economic data and investor expectations for...

International Small Cap Strategy

March 31, 2024

International Small Cap Strategy - Major global equity markets showed strength throughout the first quarter of 2024. The U.S. and Europe were aided by excitement surrounding artificial intelligence, encouraging economic data and investor expectations...

Japan Strategy

March 31, 2024

Japan Strategy - Japanese equity markets rose during the first quarter of 2024, led by large cap and semiconductor-related companies, exporters, and generally low quality stocks.

Have a question?