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, 2026
U.S. Equity Strategy - U.S. equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. Information technology and industrials contributed the most to market returns while energy and utilities...
Global Strategy
June 30, 2026
Global Strategy - Global equities finished higher during the quarter with 10 of 11 GICS sectors posting positive returns. By sector, information technology and financials contributed the most to market returns while energy was...
International Equity Strategy
June 30, 2026
International Equity Strategy - International equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. By sector, financials and information technology contributed the most to market returns while energy...
Concentrated Strategy
June 30, 2026
Concentrated Strategy - U.S. equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. Information technology and industrials contributed the most to market returns while energy and utilities were...
Global All Cap Strategy
June 30, 2026
Global All Cap Strategy - Global equities finished higher during the quarter with 10 of 11 GICS sectors posting positive returns. By sector, information technology and financials contributed the most to market returns while...
Global Concentrated Strategy
June 30, 2026
Global Concentrated Strategy - Global equities finished higher during the quarter with 10 of 11 GICS sectors posting positive returns. By sector, information technology and financials con-tributed the most to market returns while energy...
International Small Cap Strategy
June 30, 2026
International Small Cap Strategy - International equities finished higher during the quarter with 9 of 11 GICS sectors posting positive returns. By sector, financials and information technology contributed the most to market returns while...
Japan Strategy
June 30, 2026
Japan Strategy - Japanese equities rose over the quarter, led by technology and AI-linked names that continued to attract strong investor demand. The Bank of Japan's ongoing shift away from ultra-loose policy was a...
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