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
B.S., University of Southern California, 2014 Research Associate at Harris Associates, 2016-20; Research Assistant at Harris Associates, 2014-15 Joined the industry in 2014 Joined Harris Associates in 2014…
Our Team
B.A., Vanderbilt University, 2018 Sr. Research Associate at Harris Associates, 2020-21; Research Assistant at Harris Associates, 2018-19; Investment Research Intern at Harris Associates, Summer 2016 and Summer 2017 Joined the…
Our Team
…of Chicago, 2021 Senior Fixed Income Research Associate at Dodge & Cox, 2016-19; Sales and Trading Analyst at Citi, 2014-16 Joined the industry in 2014 Joined Harris Associates in 2021…
Our Team
B.B.A., University of Wisconsin-Madison, 2011 Senior Research Associate at Harris Associates, 2019-21; Equity Analyst & Vice President at Madison Investment Advisors, 2015-19; Research Assistant at Harris Associates, 2012-15; Investment Banking…
Insights
Many investors have been trepidatious when it comes to the positive market movement we have seen in 2023. Coming off a rocky, potentially oversold 2022 positive momentum made sense. However,…
Insights
…isn’t bad for you (really!). We wish you a happy, healthy, and prosperous 2022! 1https://www.cnn.com/2021/11/15/economy/unemployment-rate-goldman-sachs/index.html 2https://theweek.com/spending/1008419/us-holiday-spending-rose-at-fastest-pace-in-17-years-despite-delta-and-omicron 3Domestic equities refers to the S&P 500 from most recent Ibbottson data 4https://www.nytimes.com/2021/12/03/business/omicron-stock-market-forecasts.html The…
Insights
…cannot invest directly in this index. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. The gross performance presented…
Value investing redefined At Harris Associates, we create value by sticking to our consistent investment philosophy and disciplined research process. Our Philosophy…
Insights
…handle them with the utmost of care. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. All returns reflect…
Insights
…healthy. 1Financial Post article: https://financialpost.com/investing/david-rosenberg-valuations-still-matter-heres-an-easy-way-to-look-for-undervalued-stocks Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. The gross performance presented does…