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.
Customized Wealth Management Services for Individuals, Families & Advisors
Since 1976, Harris Associates has provided tailored investment solutions for wealthy individuals and families.
We have launched our first ETF! Managed by Bill Nygren, Bobby Bierig and Mike Nicolas, OAKM combines our value investing experience with the benefits of an active, fully transparent ETF.
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News
Capital gain distributions will be paid to shareholders of record as of Wednesday, December 10, 2025.
July 25, 2025
Our Commentary
Commentary
Despite the shortest bear market in modern times, we had some opportunity to capitalize on the chaos.
Commentary
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...
Commentary
As headlines drive continued uncertainty, behavioral bias may keep investors on the sidelines. Uncertainty has a cost – but it also has a price....
Commentary
Market volatility early in the quarter provided an opportunity to reposition the portfolio. A bank holding was the top contributor this quarter, while a...
Commentary
Market volatility early in the quarter provided an opportunity to reposition the portfolio. A communication services holding was the top contributor this quarter, while...
Commentary
The portfolio had a higher level of activity this quarter with market volatility providing an opportunity to reposition. A global transportation and logistics company...
Commentary
The portfolio had a higher level of activity this quarter with market volatility providing an opportunity to reposition. A health care holding was the...
Commentary
The Fund outperformed its benchmark this quarter. A bank holding was the top contributor, while a consumer discretionary holding was the top detractor.
Commentary
The Fund had a strong quarter; a bank holding was a top contributor, while a software company was a top detractor.
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