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
September 30, 2023
U.S. Equity Strategy - Major global equity markets trended lower in the third quarter in response to further monetary policy tightening, dwindling AI excitement and inflation that is declining but remains above central bank...
Global Strategy
September 30, 2023
Global Strategy - Major global equity markets trended lower in the third quarter in response to further monetary policy tightening, dwindling AI excitement and declining inflation, albeit at levels above central bank targets.
International Equity Strategy
September 30, 2023
International Equity Strategy - Major global equity markets trended lower in the third quarter in response to further monetary policy tightening, dwindling AI excitement and declining inflation, albeit at levels above central bank targets....
Concentrated Strategy
September 30, 2023
Concentrated Strategy - Major global equity markets trended lower in the third quarter in response to further monetary policy tightening, dwindling AI excitement and inflation that is declining but remains above central bank target...
Global All Cap Strategy
September 30, 2023
Global All Cap Strategy - Major global equity markets trended lower in the third quarter in response to further monetary policy tightening, dwindling AI excitement and declining inflation, albeit at levels above central bank...
Global Concentrated Strategy
September 30, 2023
Global Concentrated Strategy - Major global equity markets trended lower in the third quarter in response to further monetary policy tightening, dwindling AI excitement and declining inflation, albeit at levels above central bank targets....
International Small Cap Strategy
September 30, 2023
International Small Cap Strategy - Major global equity markets trended lower in the third quarter in response to further monetary policy tightening, dwindling AI excitement and declining inflation, albeit at levels above central bank...
Japan Strategy
September 30, 2023
Japan Strategy - Japanese equity markets were mixed in the third quarter as the TOPIX Index returned 2.45% and the Nikkei 225 Index returned -3.27%. Year-to-date, the indexes have returned 25.70% and 24.45%,...
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