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.
263 results
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...is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” http://www.investor.gov/CRS https://harrisassoc.com/wp-content/uploads/sites/2/documents/Harris-Associates-LP-Form-ADV-Part-2A.pdf https://harrisassoc.com/wp-content/uploads/sites/2/documents/Harris-Associates-LP-Form-ADV-Part-2A.pdf Harris Associates L.P., 111 South Wacker Drive, Ste. 4600, Chicago, IL...
Insights
…as they rebounded strongly to start 2019. In the fourth quarter, the fundamental performance of domestic businesses diverged greatly from their stock price performance for reasons that appeared disconnected to…
Insights
…What challenges and opportunities do you see in the year ahead? What gives the company a competitive advantage, and how are you increasing it? What competitively advantaged opportunities can you…
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...Manager 1https://www.nytimes.com/2024/03/22/business/stock-market-rally.html 2https://www.invesco.com/us/financial-products/etfs/product-detail?audienceType=Investor&ticker=RSP 3https://www.bcg.com/publications/2024/from-potential-to-profit-with-genai 4https://web-assets.bcg.com/98/7c/86f3097241aa88d57fdbb0cf3117/a-genai-roadmap-for-fis.pdf Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. All returns reflect the reinvestment...
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...that the https://www.bnymellon.com/us/en/investor-relations/annual-report-2022.html https://www.aboutschwab.com/annual-report-2022/ceo-letter https://www08.wellsfargomedia.com/assets/pdf/about/investor-relations/annual-reports/2022-annual-report.pdf Harris Associates | 111 South Wacker Drive, Suite 4600 | Chicago, IL 60606 | 312.646.3600 securities will remain in the Funds’ portfolios after the date...
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...continue to believe in the long- term prospects of Corebridge Financial. Top detractors: • Charter Communications was a top detractor during the quarter. In February, the U.S.-head- quartered communication services...
Insights
…all, a company cannot short-change its stakeholders or the environment for long without a bill coming due to owners like ourselves. As Bill Nygren explained in his third quarter commentary…
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...has historically underperformed its competitors, and we believe the company’s asset base stands to benefit from strategic in- vestments and operational improvements un- der Smurfit Kappa’s experienced manage- ment team....
Insights
…by New York Times bestselling author James Clear states, “Success is the product of daily habits—not once-in-a-lifetime transformations.” Often the right approach to achieving difficult and complex goals is to…
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...interesting to look back on history and see what historical performance has looked like when coming out of tough performance years; both relatively and absolutely. PCE performance is net management...