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 are excited to announce the launch of two new ETFs! Oakmark International Large Cap ETF (OAKI) and Oakmark Global Large Cap ETF (OAKG) expand our active ETF suite, joining the Morningstar Gold Medalist-rated Oakmark U.S. Large Cap ETF (OAKM).
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Insights
The software sector has experienced a dramatic shift in market perception over the past decade, moving from high valuation optimism to concerns about AI's...
Jeremy G. Thames, CFA
Associate Director of U.S. Research
February 13, 2026
Our Commentary
Commentary
Bill discusses why today's market conditions present a rare opportunity for value investors.
Commentary
Tony discusses how today's markets have allowed us to capitalize on higher "quality" opportunities — while staying true to our value discipline.
Commentary
Adam reveals why discipline matters most when markets look calm.
Commentary
At the sector level, the largest contributors to performance were communication services and health care, while energy was the only detractor.
Commentary
At the sector level, the largest contributors to performance were communication services and financials, while industrials was the only detractor.
Commentary
At the sector level, the largest contributors to performance were health care and information technology, while consumer staples was the only detractor.
Commentary
At the sector level, the largest contributors to performance were health care and financials, while consumer discretionary and consumer staples were the largest detractors.
Commentary
At the sector level, health care and financials were the largest contributors to performance, while consumer staples was the only detractor from performance.
Commentary
At the sector level, industrials and financials were the largest contributors to performance, while communication services and consumer discretionary detracted from performance.
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