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
September 30, 2024
U.S. Equity Strategy - U.S. equities finished higher during the third quarter, with 10 of 11 GICS sectors posting positive returns. The financials and industrials sectors contributed most to market performance, while energy was...
Global Strategy
September 30, 2024
Global Strategy - Global equities finished higher during the third quarter, with 10 of 11 GICS sectors posting positive returns. The financials and industrials sectors contributed most to market performance, while energy was the...
International Equity Strategy
September 30, 2024
International Equity Strategy - International equities finished higher during the third quarter, with 9 of 11 GICS sectors posting positive returns. The financials and industrials sectors were the strongest contributors to international market returns,...
Concentrated Strategy
September 30, 2024
Concentrated Strategy - U.S. equities finished higher during the third quarter, with 10 of 11 GICS sectors posting positive returns. The financials and industrials sectors contributed most to market performance, while energy was the...
Global All Cap Strategy
September 30, 2024
Global All Cap Strategy - Global equities finished higher during the third quarter, with 10 of 11 GICS sectors posting positive returns. The financials and industrials sectors contributed most to market performance, while energy...
Global Concentrated Strategy
September 30, 2024
Global Concentrated Strategy - Global equities finished higher during the third quarter, with 10 of 11 GICS sectors posting positive returns. The financials and industrials sectors contributed most to market performance, while energy was...
International Small Cap Strategy
September 30, 2024
International Small Cap Strategy - International equities finished higher during the third quarter, with 9 of 11 GICS sectors posting positive returns. The financials and industrials sectors were the strongest contributors to international market...
Japan Strategy
September 30, 2024
Japan Strategy - Japanese equity markets finished lower quarter-over-quarter after the Bank of Japan raised interest rates and signaled further increases to come. After decades of deflation, prices rose across the board in...
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