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, 2023

U.S. Equity Strategy - Major global equity markets trended lower in the third quarter in response to further monetary policy tightening, dwindling AI excitement and inflation that is declining but remains above central bank...

Global Strategy

September 30, 2023

Global Strategy - Major global equity markets trended lower in the third quarter in response to further monetary policy tightening, dwindling AI excitement and declining inflation, albeit at levels above central bank targets.

International Equity Strategy

September 30, 2023

International Equity Strategy - Major global equity markets trended lower in the third quarter in response to further monetary policy tightening, dwindling AI excitement and declining inflation, albeit at levels above central bank targets....

Concentrated Strategy

September 30, 2023

Concentrated Strategy - Major global equity markets trended lower in the third quarter in response to further monetary policy tightening, dwindling AI excitement and inflation that is declining but remains above central bank target...

Global All Cap Strategy

September 30, 2023

Global All Cap Strategy - Major global equity markets trended lower in the third quarter in response to further monetary policy tightening, dwindling AI excitement and declining inflation, albeit at levels above central bank...

Global Concentrated Strategy

September 30, 2023

Global Concentrated Strategy - Major global equity markets trended lower in the third quarter in response to further monetary policy tightening, dwindling AI excitement and declining inflation, albeit at levels above central bank targets....

International Small Cap Strategy

September 30, 2023

International Small Cap Strategy - Major global equity markets trended lower in the third quarter in response to further monetary policy tightening, dwindling AI excitement and declining inflation, albeit at levels above central bank...

Japan Strategy

September 30, 2023

Japan Strategy - Japanese equity markets were mixed in the third quarter as the TOPIX Index returned 2.45% and the Nikkei 225 Index returned -3.27%. Year-to-date, the indexes have returned 25.70% and 24.45%,...

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