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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Our Team
…Wanger Asset Management, 2011-22; International Portfolio Associate at William Blair & Company, 2010-11; Trader at Driehaus Capital Management LLC, 2004-10 Joined the industry in 2004 Joined Harris Associates in 2023…
Our Team
…at Manulife Investment Management, 2011-23; Vice President at Silver Lane Advisors LLC, 2009-10; Associate at Berkshire Capital Securities LLC, 2005-09 Joined the industry in 2005 Joined Harris Associates in 2023…
Insights
…view it here. Past performance is no guarantee of future results. The performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted….
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Strategy
…are typically stocks with market caps of $1 billion or more when they are purchased. There are no specific sector targets. Allocations are determined entirely through our stock selection process. However, exposure…
Strategy
Strategy’s Best Use: Institutional investors and clients working through financial professionals seeking a U.S.-only exposure. Portfolio Construction: Our bottom-up selection process leads to approximately 50-60 portfolio holdings with a market…
Insights
…It is heavily weighted toward very large-cap growth companies. Amazingly, just six stocks comprise over 25% of the index. They alone were responsible for more than 50% of its returns….
Insights
…from a satisfied client. We appreciate your referrals and handle them with the utmost care. 1https://www.nytimes.com/2024/03/22/business/stock-market-rally.html 2https://www.invesco.com/us/financial-products/etfs/product-detail?audienceType=Investor&ticker=RSP 3https://www.bcg.com/publications/2024/from-potential-to-profit-with-genai 4https://web-assets.bcg.com/98/7c/86f3097241aa88d57fdbb0cf3117/a-genai-roadmap-for-fis.pdf Past performance is no guarantee of future results. Current performance may…
News
…Total Return Index -3.27% 21.62% 10.15% 9.92% 11.91% 8.95% Fund3 Month1 Year3 Year5 Year10 YearInceptionOAKWX -1.92% 27.70% 9.16% 4.65% 6.12% 7.13% MSCI World Index -3.46% 21.95% 8.08% 7.26% 8.26% 6.43%…
Insights
…Economics. https://www.sciencedirect.com/science/article/abs/pii/S0304405X1830312X Past performance is no guarantee of future results. The S&P 500 Total Return Index is a float-adjusted, capitalization-weighted index of 500 U.S. large-capitalization stocks representing all major industries….