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
…every investment to meet the following criteria: 1) they are companies that we believe are priced at significant discounts to our estimate of the company’s intrinsic value, 2) that have…
…The initiative assesses companies on two dimensions, management quality and carbon performance, based on publicly available information. Hired our first responsible investment (RI) professional Our director of responsible investing works…
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...an- nouncement of a large overhaul of its fee struc- ture. In February, the company reported full- year 2023 results. Underlying cash results fell be- low our expectations primarily due...
Insights
…deliver positive performance. despite a September that was the worst performance month we have seen since March 2020, though September 2020 was close. As a mid-1990s song said, “Wake me…
News
https://player.vimeo.com/video/873094816 Portfolio Manager Bill Nygren appeared on CNBC’s “Squawk on the Street” to discuss recent portfolio activity. The holdings mentioned comprise the following percentages of total net assets as of…
News
https://player.vimeo.com/video/904254707 Portfolio Manager Alex Fitch shares why he sees opportunity in a financials company due to its competitive moat during a CNBC “Fast Money” interview. The holdings mentioned comprise the…
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Harris Associates UK Stewardship Code Statement U.K Stewardship Code Statement Harris Associates L.P. 1 This statement is issued by Harris Associates L.P. (“Harris”), a Delaware limited partnership that is registered...
Diversity, Equity & Inclusion
…underserved communities with major companies through meaningful internships. Once students successfully complete a skills training course, they are matched with a paid, yearlong internship at a partner company where they…
Insights
…to buy or sell a security and is not warranted to be correct, complete or accurate. Certain comments herein are based on current expectations and are considered “forward-looking statements”. These…
Insights
…accurate. Certain comments herein are based on current expectations and are considered “forward-looking statements”. These forward looking statements reflect assumptions and analyses made by the portfolio managers and Harris Associates…