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, 2026
U.S. Equity Strategy - U.S. equities advanced in the third quarter with 4 of 11 GICS sectors posting positive returns. Information technology and health care were the largest contributors to market performance while industrials...
Global Strategy
September 30, 2026
Global Strategy - Global equities advanced in the third quarter with 6 of 11 GICS sectors posting positive returns. By sector, information technology and energy contributed the most to market returns while consumer discretionary...
International Equity Strategy
September 30, 2026
International Equity Strategy - International equities advanced in the third quarter with 5 of 11 GICS sectors posting positive returns. By sector, financials and energy contributed the most to market returns while information technology...
Concentrated Strategy
September 30, 2026
Concentrated Strategy - U.S. equities advanced in the third quarter with 4 of 11 GICS sectors posting positive returns. Information technology and health care were the largest contributors to market performance while industrials and...
Global All Cap Strategy
September 30, 2026
Global All Cap Strategy - Global equities advanced in the third quarter with 6 of 11 GICS sectors posting positive returns. By sector, information technology and energy contributed the most to market returns while...
Global Concentrated Strategy
September 30, 2026
Global Concentrated Strategy - Global equities advanced in the third quarter with 6 of 11 GICS sectors posting positive returns. By sector, information technology and energy contributed the most to market returns while consumer...
International Small Cap Strategy
September 30, 2026
International Small Cap Strategy - International equities advanced in the third quarter with 5 of 11 GICS sectors posting positive returns. By sector, financials and energy contributed the most to market returns while information...
Japan Strategy
September 30, 2026
Japan Strategy - Japanese equities advanced during the third quarter, rebounding from July weakness as investor enthusiasm for AI-related investments and resilient semiconductor demand supported market performance. A weaker yen also provided a tail-wind...
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