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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Insights
…some of their financially weaker competitors struggle. We continue to believe that buying companies that trade at a steep discount to our estimate of the company’s intrinsic value, are growing…
Insights
…a quantitative foundation on which it is valued. We did not participate in the late 1990s dot-com boom primarily because we did not understand how companies with very low levels…
Insights
…two-year period. Looking at the relevant statistics paints an important picture. Our Private Wealth Management composite portfolio comprises our team’s top holdings. The current P/E ratio is approximately 12.4x next…
Insights
When sorrows come, they come not single spies, but in battalions. —Shakespeare 2022 is now behind us— that is perhaps one of the best things we can say about it….
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/879589011 Portfolio Manager Alex Fitch discussed the opportunities to be found in the financials and energy sectors during an interview on CNBC’s “Squawk on the Street.” The holdings mentioned comprise…
Insights
…Communications. We think Charter is an inexpensive stock that investors are treating as a dying cable TV company instead of a leading, growing infrastructure company, providing hi-speed internet access. Morningstar…
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…
Insights
…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
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…