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.
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.
A conversation with shareholders | U.S. equity market commentary 3Q 2025
September 30, 2025
Bill answers shareholders’ latest questions on our portfolios, the economy, AI and more.
Insights and enhancements | International equity market commentary 3Q 2025
September 30, 2025
Tony discusses his recent appointment as Co-CIO International, common client questions, and our evolving process.
The discipline of simplicity in fixed income investing | Fixed income market commentary 3Q 2025
September 30, 2025
Adam makes the case for disciplined simplicity in fixed income investing.
Our bottom-up approach to a top-down crisis | U.S. equity market commentary 2Q 2025
June 30, 2025
Despite the shortest bear market in modern times, we had some opportunity to capitalize on the chaos.
Are fundamentals starting to matter again outside the U.S.? | International equity market commentary 2Q 2025
June 30, 2025
The U.S. dollar has started to weaken, U.S. growth and momentum stock valuations have begun to retreat from recent highs – and we are seeing fundamentals in European equities improving. Could this be a...
Uncertainty has a price | Fixed income market commentary 2Q 2025
June 30, 2025
As headlines drive continued uncertainty, behavioral bias may keep investors on the sidelines. Uncertainty has a cost – but it also has a price. That’s where active management can add value – because that...
Oakmark Fund: Second Calendar Quarter 2025
June 30, 2025
Market volatility early in the quarter provided an opportunity to reposition the portfolio. A bank holding was the top contributor this quarter, while a financial technology holding was the top detractor.
Oakmark Select Fund: Second Calendar Quarter 2025
June 30, 2025
Market volatility early in the quarter provided an opportunity to reposition the portfolio. A communication services holding was the top contributor this quarter, while a health care holding was the top detractor.
Oakmark Global Fund: Second Calendar Quarter 2025
June 30, 2025
The portfolio had a higher level of activity this quarter with market volatility providing an opportunity to reposition. A global transportation and logistics company was the top contributor, while a health care equipment company...
Oakmark Global Select Fund: Second Calendar Quarter 2025
June 30, 2025
The portfolio had a higher level of activity this quarter with market volatility providing an opportunity to reposition. A health care holding was the top contributor, while another health care holding was the...
Oakmark International Fund: Second Calendar Quarter 2025
June 30, 2025
The Fund outperformed its benchmark this quarter. A bank holding was the top contributor, while a consumer discretionary holding was the top detractor.
Oakmark International Small Cap Fund: Second Calendar Quarter 2025
June 30, 2025
The Fund had a strong quarter; a bank holding was a top contributor, while a software company was a top detractor.
Featured
CIO PERSPECTIVES
Insights and Commentary
Bill Nygren, CIO-U.S.
CIO PERSPECTIVES
Insights and Commentary
David Herro, Co-CIO-International
CIO PERSPECTIVES
Insights and Commentary
Tony Coniaris, Co-CIO-International
FIXED INCOME PERSPECTIVES
Insights and Commentary
Adam Abbas, Head of Fixed Income