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, 2020

Despite ongoing economic impacts from Covid-19, key U.S. indexes touched record high levels in the fourth quarter and both the Dow Jones Industrial Average and S&P 500 closed out the year at record levels.

Global Strategy

December 31, 2020

Similar to the year 2016, 2020 was a year of extremes driven by exogenous factors ranging from the Covid-19 pandemic to Brexit negotiations with elections in between.

International Equity Strategy

December 31, 2020

Similar to the year 2016, 2020 was a year of extremes driven by exogenous factors ranging from the Covid-19 pandemic to Brexit negotiations with elections in between.

Concentrated Strategy

December 31, 2020

Despite ongoing economic impacts from Covid-19, key U.S. indexes touched record high levels in the fourth quarter and both the Dow Jones Industrial Average and S&P 500 closed out the year at record levels.

Global All Cap Strategy

December 31, 2020

Similar to the year 2016, 2020 was a year of extremes driven by exogenous factors ranging from the Covid-19 pandemic to Brexit negotiations with elections in between.

Global Concentrated Strategy

December 31, 2020

Similar to the year 2016, 2020 was a year of extremes driven by exogenous factors ranging from the Covid-19 pandemic to Brexit negotiations with elections in between.

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