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
June 30, 2024
U.S. Large Value Strategy - U.S. equities finished higher quarter-over-quarter. Outsized returns from the Information Technology and Communication Services sectors drove market performance.
Global Strategy
June 30, 2024
Global Strategy - Global equities finished higher quarter-over-quarter, with five of eleven Global Industry Classification Standards sectors posting positive returns. Information Technology and Communication Services contributed most.
International Equity Strategy
June 30, 2024
International Equity Strategy - International equities finished flat during the second quarter, with six of eleven Global Industry Classification Standards sectors posting negative returns. Consumer Discretionary and Industrials were the largest detractors from performance,...
Concentrated Strategy
June 30, 2024
Concentrated Strategy - U.S. equities finished higher quarter-over-quarter. Outsized returns from the Information Technology and Communication Services sectors drove market performance.
Global All Cap Strategy
June 30, 2024
Global All Cap Strategy - Global equities finished higher quarter-over-quarter, with five of eleven Global Industry Classification Standards sectors posting positive returns. Information Technology and Communication Services contributed most.
Global Concentrated Strategy
June 30, 2024
Global Concentrated Strategy - Global equities finished higher quarter-over-quarter, with five of eleven Global Industry Classification Standards sectors posting positive returns. Information Technology and Communication Services contributed most.
International Small Cap Strategy
June 30, 2024
International Small Cap Strategy - International equities finished flat during the second quarter, with six of eleven Global Industry Classification Standards sectors posting negative returns. Consumer Discretionary and Industrials were the largest detractors from...
Japan Strategy
June 30, 2024
Japan Strategy - Japanese equity markets increased modestly in local terms during the second quarter. The Bank of Japan maintained positive interest rates following its decision last quarter to enact its first rate...
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