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.
Why didn’t we do better when value outperformed? | U.S. equity market commentary 1Q 2026
March 31, 2026
Bill Nygren, CFA, discusses how valuation gaps are creating opportunities. See why value index gains came from high-multiple stocks—and how we repositioned to improve portfolio price, growth and risk/reward.
Beware of noise, hurry and crowds | International equity market commentary 1Q 2026
March 31, 2026
AI hype, oil spikes and headline risk—in his latest letter, Tony Coniaris, CFA explains how we stay disciplined and crowd-agnostic amongst the noise.
Painting with a finer brush | Fixed income market commentary 1Q 2026
March 31, 2026
As markets increasingly reduce complex sectors to simple narratives, prices can drift away from underlying business fundamentals. Adam Abbas, Head of Fixed Income, shares why focusing on issuer-level fundamentals helps identify attractive opportunities in...
What goes up | U.S. equity market commentary 4Q 2025
December 31, 2025
Bill discusses why today's market conditions present a rare opportunity for value investors.
Much ado about quality | International equity market commentary 4Q 2025
December 31, 2025
Tony discusses how today's markets have allowed us to capitalize on higher "quality" opportunities — while staying true to our value discipline.
More than meets the eye: Strong valuations do not mean low risk | Fixed income market commentary 4Q 2025
December 31, 2025
Adam reveals why discipline matters most when markets look calm.
Oakmark Fund: Fourth Quarter 2025
December 31, 2025
At the sector level, the largest contributors to performance were communication services and health care, while energy was the only detractor.
Oakmark Select Fund: Fourth Quarter 2025
December 31, 2025
At the sector level, the largest contributors to performance were communication services and financials, while industrials was the only detractor.
Oakmark Global Fund: Fourth Quarter 2025
December 31, 2025
At the sector level, the largest contributors to performance were health care and information technology, while consumer staples was the only detractor.
Oakmark Global Select Fund: Fourth Quarter 2025
December 31, 2025
At the sector level, the largest contributors to performance were health care and financials, while consumer discretionary and consumer staples were the largest detractors.
Oakmark International Fund: Fourth Quarter 2025
December 31, 2025
At the sector level, health care and financials were the largest contributors to performance, while consumer staples was the only detractor from performance.
Oakmark International Small Cap Fund: Fourth Quarter 2025
December 31, 2025
At the sector level, industrials and financials were the largest contributors to performance, while communication services and consumer discretionary detracted from performance.
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