The Oakmark Funds are advised by Harris Associates L.P. an autonomous subsidiary of Natixis Investment Managers, L.P.
Learn more about the principles and philosophy behind our funds at HarrisAssoc.com.
Insights
Portfolio Manager Bill Nygren shares how to navigate the current market environment as a value investor.
May 2, 2024
Insights
Portfolio Manager David Herro shares why a company’s home country doesn’t sway the search for quality companies at low prices.
May 1, 2024
News
Portfolio Manager Bill Nygren discussed why the unusually large spread in P/E multiples has created opportunities for value investors during a CNBC “Squawk on...
April 25, 2024
News
Portfolio Manager Bill Nygren talked about why he finds attractive opportunities in the energy and financials sectors during a CNBC “Closing Bell: Overtime” interview.
April 16, 2024
News
Portfolio Manager Alex Fitch discusses new portfolio additions to highlight opportunities in today’s market during a CNBC “Money Movers” interview.
April 10, 2024
News
Portfolio Manager Adam Abbas appeared on Yahoo! Finance to talk about the Federal Reserve’s latest meeting regarding interest rates as well as volatility in...
March 20, 2024
News
Portfolio Manager Alex Fitch shares the importance of mid-cycle earnings when valuing a business during an interview on “The JRo Show.”
March 20, 2024
News
Portfolio Manager Mike Nicolas discusses why growing per share value over time is a key tenant that helps to avoid value traps during an...
March 15, 2024
News
The Oakmark Equity and Income Fund is honored to receive a 2024 LSEG Lipper Fund Award for best mixed-asset target allocation moderate fund over...
March 14, 2024
News
Portfolio Manager Mike Nicolas discusses today’s opportunity set, makes a case for financials, and comments on value versus growth investing during a CNBC “Money...
March 11, 2024
Insights
Portfolio Managers Bill Nygren and Adam Abbas talk about the efficacy of a 60/40 portfolio and why bonds are critical to portfolio construction today....
March 11, 2024
Insights
Bill Nygren, CIO-U.S. and portfolio manager, shares his perspectives as the Oakmark Fund hits new milestones during the first quarter of 2024.
March 8, 2024
News
Portfolio Manager Bill Nygren appeared on CNBC’s “Squawk on the Street” to discuss the current value environment, the Magnificent Seven and why he sees...
March 6, 2024
News
Portfolio Manager David Herro discusses investing in Japan and why, despite current market conditions, investors should be cautious during a CNBC “Closing Bell: Overtime”...
February 22, 2024
News
Portfolio Managers Alex Fitch and Mike Nicolas discuss how the firm defines value investing, its idea generation and research process, and how to estimate...
February 20, 2024
Insights
Despite challenges the past two years, international markets show promise, especially for stock pickers. Is the U.S. stronghold about to shift?
February 16, 2024
News
Portfolio Manager David Herro shares why there are pockets of value to be found in Europe during a Bloomberg Radio interview.
February 13, 2024
News
Portfolio Manager David Herro discusses the opportunity set outside the U.S., particularly in Europe, where one can find high-quality businesses during a Bloomberg Surveillance...
February 13, 2024
News
Portfolio Manager David Herro shares why one looks outside the U.S., particularly Europe, they’re able to find high-quality, well-managed businesses that trade at almost...
February 6, 2024
News
Portfolio Manager Bill Nygren discusses the firm’s long-term investment outlook and how that provides opportunities to find value where others don’t during a Business...
February 5, 2024
News
Portfolio Manager Adam Abbas discusses the leveraged finance market landscape during a podcast interview on Reorg Radio.
February 5, 2024
Insights
May 2, 2024
Portfolio Manager Bill Nygren shares how to navigate the current market environment as a value investor.
Insights
May 1, 2024
Portfolio Manager David Herro shares why a company’s home country doesn’t sway the search for quality companies at low prices.
News
April 25, 2024
Portfolio Manager Bill Nygren discussed why the unusually large spread in P/E multiples has created opportunities for value investors during a CNBC “Squawk on...
News
April 16, 2024
Portfolio Manager Bill Nygren talked about why he finds attractive opportunities in the energy and financials sectors during a CNBC “Closing Bell: Overtime” interview.
News
April 12, 2024
Portfolio Manager Adam Abbas appeared on Reuters TV to discuss the latest inflation readings and the impact they could have on the fixed income...
News
April 10, 2024
Portfolio Manager Alex Fitch discusses new portfolio additions to highlight opportunities in today’s market during a CNBC “Money Movers” interview.
News
March 20, 2024
Portfolio Manager Adam Abbas appeared on Yahoo! Finance to talk about the Federal Reserve’s latest meeting regarding interest rates as well as volatility in...
News
March 20, 2024
Portfolio Manager Alex Fitch shares the importance of mid-cycle earnings when valuing a business during an interview on “The JRo Show.”
News
March 15, 2024
Portfolio Manager Mike Nicolas discusses why growing per share value over time is a key tenant that helps to avoid value traps during an...
Navigating market highs and (avoiding) value traps – U.S. equity market commentary 1Q24
We aren’t market timers at Oakmark because we don’t believe we can be right often enough to overcome the strong tailwind of rising equity values. Our approach to new highs is to do what we always do:...
Read More from Bill hereGranolas, Japan and Crypto – why we don’t chase momentum – International equity market commentary 1Q24
Today, the weight of money is flocking to a few, narrow bands of asset classes. Many of the themes these stocks move on are real, but as long-term investors who make decisions based on the underlying intrinsic...
Read More from David here