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
Insights
…stock market performance perhaps coupled with priority reassessment post-Covid-19 likely plays a major factor there. That should portend a strong labor market for millennials and zoomers as the 55+-age cohort…
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...positive market movement we have seen in 2023. Coming off a rocky, potentially oversold 2022 positive momentum made sense. However, given the global macroeconomic questions, investors speculated that stocks looked...
Insights
…utmost of care. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. The gross performance presented does not reflect…
Insights
…the utmost care. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. The gross performance presented does not reflect…
News
…mid- and large-capitalization companies around the world. The Fund’s assets were $1.2 billion as of March 31, 2024. ABOUT OAKMARK AND HARRIS ASSOCIATES The Oakmark Funds are a mutual fund…
News
https://player.vimeo.com/video/920703295 Portfolio Manager Bill Nygren appeared on CNBC’s “Squawk on the Street” to discuss the current value environment, the Magnificent Seven and why he sees opportunity in a communication services…
News
…the three-year period ending November 30, 2023. The Oakmark Equity and Income Fund, which was incepted in November of 1995, seeks to protect capital during market downturns, compound capital at…
Diversity, Equity & Inclusion
…the CEO of Change Catalyst, a company that specializes in helping tech companies solve diversity and inclusion issues. In the TED talk, Epler shared her lived experiences and the impact…
News
…bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year…
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...a company’s management when we evaluate the merits of investing in a particular company, and we invest in companies in which we believe management and shareholder goals are aligned. Therefore,...