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.
264 results
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…
Diversity, Equity & Inclusion
…considered a stretch.” 1Harvard Business Review: “Why Women Don’t Apply for Jobs Unless They’re 100% Qualified“ 2Northwestern Mutual: “How I Built a Successful Career By Following the ‘Rule of Thirds’”…
News
…and Income Fund: The stocks of medium-sized companies tend to be more volatile than those of large companies and have underperformed the stocks of small and large companies during some…
application/pdf
...stocks contributed disproportion- ately to the broad market’s return, but there was an expec- tation that the positive performance broadening we saw in the market’s fourth quarter would be a...
News
…Oakmark Equity and Income Fund: The stocks of medium-sized companies tend to be more volatile than those of large companies and have underperformed the stocks of small and large companies…
News
https://player.vimeo.com/video/936399027 Portfolio Manager Bill Nygren talked about why he finds attractive opportunities in the energy and financials sectors during a CNBC “Closing Bell: Overtime” interview. The holdings mentioned comprise the…
News
…warranted to be correct, complete or 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…
News
…also read Bill’s recent market commentary here. The holdings mentioned comprise the following percentages of total net assets as of 06/30/2024: SecurityOakmark FundAlphabet Cl A 3.6% Portfolio holdings are not…
application/pdf
...prospects of Charter Communi- cations. • Warner Bros. Discovery was a detractor during the quarter. The U.S.-headquartered communi- cation services company’s stock price fell fol- lowing the release of mixed...
We look at value differently Value drives everything we do. As a global asset manager, value is what we hope you find in your relationship with us….
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.
