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. 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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