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.
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News
…of large companies and have underperformed the stocks of small and large companies during some periods. The Oakmark Equity and Income Fund invests in medium- and lower-quality debt securities that…
News
https://player.vimeo.com/video/906482103 Portfolio Manager Tony Coniaris discusses why he sees value in a health care business and energy company during an interview on CNBC’s “Closing Bell: Overtime.” The holdings mentioned comprise…
News
…mentioned comprise the following percentages of total net assets as of 03/31/2024: SecurityOakmark FundOakmark Select FundCapital One Financial 2.5% 6.1% Centene 2.3% 0% Charter Communications Cl 1.8% 3.9% Citigroup 2.7%…
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...and prosperous 2024! Andrew M. Gluck, CFA Portfolio Manager Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. All...
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...was a top detractor during the quarter. In February, the U.S.-head- quartered communication services company’s stock price fell when the company reported that broadband subscribers declined 0.2% se- quentially. We...
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...the firm’s president, is composed of a diverse group of employees who all share a commitment to and passion for DEI. New members are periodically selected through a formal application...
News
Portfolio Managers Tony Coniaris and John Sitarz do a deep dive on the cable industry and share why they see value in a communication services company during a “Business Breakdowns”…
News
https://player.vimeo.com/video/948374489 Oakmark CIO – U.S., and Portfolio Manager Bill Nygren joined CNBC “Money Movers” to discuss the recent outperformance of the financial sector. The holdings mentioned comprise the following percentages…
Diversity, Equity & Inclusion
…motivate, engage and align employees behind a common set of goals and best utilize them individually to optimize their value for their customers so the firm can continue to serve…
…economic impact to our companies from environmental factors, such as climate change. Socially, we monitor how well a company is positioned to retain key talent, manage supply chain risk, and…
Our greatest value to you is found in the people who deliver our services. Whether they are involved in security analysis, allocation or meeting your account’s needs, each is dedicated to ensuring our relationship delivers the expertise you seek.
