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

December 31, 2022

U.S. Equity Strategy - The fourth quarter saw a recovery in U.S. equity markets with all three major indexes finishing higher following declines in the first three quarters of the year.

Global Strategy

December 31, 2022

Global Strategy - Major global markets generally experienced relief in the fourth quarter after equity markets had declined meaningfully throughout the first three quarters of 2022.

International Equity Strategy

December 31, 2022

International Equity Strategy - Major global markets generally experienced relief in the fourth quarter after equity markets had declined meaningfully throughout the first three quarters of 2022.

Concentrated Strategy

December 31, 2022

Concentrated Strategy - The fourth quarter saw a recovery in U.S. equity markets with all three major indexes finishing higher following declines in the first three quarters of the year.

Global All Cap Strategy

December 31, 2022

Global All Cap Strategy - Major global markets generally experienced relief in the fourth quarter after equity markets had declined meaningfully throughout the first three quarters of 2022.

Global Concentrated Strategy

December 31, 2022

Global Concentrated Strategy - Major global markets generally experienced relief in the fourth quarter after equity markets had declined meaningfully throughout the first three quarters of 2022.

International Small Cap Strategy

December 31, 2022

International Small Cap Strategy - Major global markets generally experienced relief in the fourth quarter after equity markets had declined meaningfully throughout the first three quarters of 2022.

Japan Strategy

December 31, 2022

Japan Strategy - Japanese financial markets experienced volatility throughout the fourth quarter of 2022. Equity indexes rose sharply throughout October and November before backpedaling in December and ending the period roughly flat.

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