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, 2024
U.S. Equity 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...
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.
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