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 Funds

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
1-800-OAKMARK (625-6275)

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264 results

Insights

Going where the value is greater: international equities

…than the stocks of larger companies. Stocks of small companies tend to be more volatile and have a smaller public market than stocks of larger companies. Small companies may have…

News

David Herro on CNBC’s “Closing Bell Overtime” (02.22.24)

…content is not a recommendation of or an offer to buy or sell a security and is not warranted to be correct, complete or accurate. Certain comments herein are based…

Insights

International equities: The zip code doesn’t matter

https://player.vimeo.com/video/940909686 Portfolio Manager David Herro shares why a company’s home country doesn’t sway the search for quality companies at low prices. The information, data, analyses, and opinions presented herein (including…

Insights

International equities: Finding value in Europe vs. Japan

…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 forward…

Insights

A data-first approach to fixed income investing

…a recommendation of or an offer to buy or sell a security and is not warranted to be correct, complete or accurate. Certain comments herein are based on current expectations…

News

David Herro on CNBC’s “Squawk on the Street” (06.25.24)

https://player.vimeo.com/video/969183837 David Herro, Harris Associates CIO-International and Portfolio Manager, discusses global markets and more during a CNBC “Squawk on the Street” interview. The holdings mentioned comprise the following percentages of…

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Concentrated Strategy Commentary

...Top detractors: • Charter Communications 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...

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Harris Engagement Policy

Harris Associates Engagement Policy Harris Associates L.P. ENGAGEMENT POLICY Last Updated: February 12, 2019 For more than 40 years, Harris Associates has developed a strong reputation as a long-term, shareholder-...

Commentary

Global All Cap Strategy

Global equities finished higher quarter-over-quarter, with five of eleven Global Industry Classification Standards sectors posting positive returns. Information Technology and Communication Services contributed most. Read more here. Past performance is…

Commentary

Global Concentrated Strategy

Global equities finished higher quarter-over-quarter, with five of eleven Global Industry Classification Standards sectors posting positive returns. Information Technology and Communication Services contributed most. Read more here. Past performance is…