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.
Insights
May 12, 2026
In this recent video, Portfolio Manager Michael Nicolas discusses how AI fears have driven sharp selloffs across software—but history suggests broad narratives often miss...
Insights
May 12, 2026
Tony Coniaris, Co-CIO International Equities, shares insights on the surprising shifts in the market, the dramatic impact of AI innovation, and how global events...
Insights
March 31, 2026
A quarter of extraordinary headlines—seen through a disciplined valuation lens. How we separate noise from cash flows, and price “normal” in markets that feel...
Insights
March 20, 2026
Oil prices may swing wildly, but we focus on value driven by fundamentals. Alex Fitch, Director of U.S. Research, explains how a bottom‑up approach...
Insights
February 13, 2026
The software sector has experienced a dramatic shift in market perception over the past decade, moving from high valuation optimism to concerns about AI's...
Insights
January 22, 2026
After a strong 2025, the outlook for international stocks continues to appear bright due to attractive valuations and accelerating global growth. Tony Coniaris, Co-CIO...