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, 2023

U.S. Equity Strategy - U.S. equity markets showed strength during the fourth quarter, despite pressure in October when Hamas, an Islamist political and military organization, orchestrated an attack against Israel, shaking markets and the...

Global Strategy

December 31, 2023

Global Strategy - Major global markets generally showed strength during the fourth quarter, despite pressure in October when Hamas, an Islamist political and military organization, orchestrated an attack against Israel, shaking markets and the...

International Equity Strategy

December 31, 2023

International Equity Strategy - Major global markets generally showed strength during the fourth quarter, despite pressure in October when Hamas, an Islamist political and military organization, orchestrated an attack against Israel, shaking markets and...

Concentrated Strategy

December 31, 2023

Concentrated Strategy - U.S. equity markets showed strength during the fourth quarter, despite pressure in October when Hamas, an Islamist political and military organization, orchestrated an attack against Israel, shaking markets and the geopolitical...

Global All Cap Strategy

December 31, 2023

Global All Cap Strategy - Major global markets generally showed strength during the fourth quarter, despite pressure in October when Hamas, an Islamist political and military organization, orchestrated an attack against Israel, shaking markets...

Global Concentrated Strategy

December 31, 2023

Global Concentrated Strategy - Major global markets generally showed strength during the fourth quarter, despite pressure in October when Hamas, an Islamist political and military organization, orchestrated an attack against Israel, shaking markets and...

International Small Cap Strategy

December 31, 2023

International Small Cap Strategy - Major global markets generally showed strength during the fourth quarter, despite pressure in October when Hamas, an Islamist political and military organization, orchestrated an attack against Israel, shaking markets...

Japan Strategy

December 31, 2023

Japan Strategy - Japanese equity markets finished higher in the fourth quarter as the TOPIX Index returned 2.04% and the Nikkei 225 Index returned 5.23%.

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