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 Funds

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
1-800-OAKMARK (625-6275)

Informed Investing

Insights

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Insights

Bill Nygren, Portfolio Manager and Co-CIO U.S. on value investing in the AI era

August 20, 2026

In this recent GuruFocus conversation, Nygren breaks down the three-part test every stock must pass before it enters a Harris | Oakmark portfolio, the...

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Insights

Why the case for value investing remains strong

July 23, 2026

For fifteen years, growth has dominated and value has faced real headwinds — leading many to conclude the discipline itself is outdated. We disagree....

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Insights

As the pendulum swings

June 30, 2026

In the span of just one quarter, the market has asked investors to believe two opposing narratives. Ninety days ago, the story was one...

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Insights

The discipline to stay boring

June 30, 2026

As AI enthusiasm drives shifts in market leadership and challenges traditional definitions of value, Bill Nygren shares why discipline, patience and a long-term perspective...

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Insights

U.S. equities: Volatility creates opportunity

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...

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Insights

International equities: Surprising market shifts

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...

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