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
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...as shareholders of a company. Given that we invest in companies where we see management goals and shareholder goals aligned, Harris will vote in accordance with management’s recommendations on most...
Commentary
U.S. equities finished higher quarter-over-quarter. Outsized returns from the Information Technology and Communication Services sectors drove market performance. Read more here. Past performance is no guarantee of future results. The…
Commentary
…prove to be profitable. Holdings are representative of Harris Associates L.P.’s International Equity composite as of 06/30/2024. Certain comments herein are based on current expectations and are considered “forward-looking statements”….
Commentary
U.S. equities finished higher quarter-over-quarter. Outsized returns from the Information Technology and Communication Services sectors drove market performance. Read more here. Past performance is no guarantee of future results. The…
Commentary
…prove to be profitable. Holdings are representative of Harris Associates L.P.’s International Small Cap Equity composite as of 06/30/2024. Certain comments herein are based on current expectations and are considered…
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Japan Strategy Commentary QUARTERLY MANAGER COMMENTARY Japan Strategy March 31, 2024 For institutional use only. Past performance is no guarantee of future results. The investment return and prin- cipal value...
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...Proxy Voting Guidelines. Harris considers the experience, competence and reputation of a company’s management when we evaluate the merits of investing in a particular company, and we invest in companies...
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...is rarely of benefit to them. At Harris Associates, we view our mandate as compounding our clients’ wealth over time as measured in years rather than weeks or months. Typically,...
More than an allocation for your clients, a valued relationship Whether you seek a value allocation for your clients’ separately managed accounts, sub-advisory services for your practice or mutual funds…
Insights
https://player.vimeo.com/video/357019681 Portfolio Managers Justin Hance and Eric Liu share why the weekly research team meeting helps to fully vet new investment ideas. The discussion of the Funds’ investments and investment…