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.

Harris Associates

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
312-646-3600

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News

Mike Nicolas on growing per share value over time on “The JRo Show”

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...

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News

Oakmark Equity and Income Fund wins 2024 LSEG Lipper Fund Award

March 14, 2024

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...

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Insights

Is the 60/40 portfolio dead or alive?

March 11, 2024

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....

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Active vs. passive: did funds meet the mark in 2023? | U.S. equity market commentary 4Q23

2023 was another rough year for mutual funds and the issue could be that many actively managed funds haven’t been all that “active.”

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International markets: two drawdowns and a miss from economists | International equity market commentary 4Q23

Two macro themes and economists’ negative outlook caused international market uncertainty, but a focus on research along with a long-term view can help uncover otherwise overlooked opportunities.

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Insights

Why do new highs matter?

March 8, 2024

Bill Nygren, CIO-U.S. and portfolio manager, shares his perspectives as the Oakmark Fund hits new milestones during the first quarter of 2024.

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News

Bill Nygren on CNBC’s “Squawk on the Street” (03.06.24)

March 6, 2024

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...

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News

Bill Nygren on “Money Life with Chuck Jaffe” (02.23.24)

February 23, 2024

Portfolio Manager Bill Nygren talks about today’s value proposition and where he is finding opportunity in the current market environment during an interview on...

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News

David Herro on CNBC’s “Closing Bell Overtime” (02.22.24)

February 22, 2024

Portfolio Manager David Herro discusses investing in Japan and why, despite current market conditions, investors should be cautious during a CNBC “Closing Bell: Overtime”...

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News

Alex Fitch and Mike Nicolas on “The JRo Show” (02.20.24)

February 20, 2024

Portfolio Managers Alex Fitch and Mike Nicolas discuss how the firm defines value investing, its idea generation and research process, and how to estimate...

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Insights

International markets: What can past events tell us about how international equities are priced today?

February 16, 2024

Despite challenges the past two years, international markets show promise, especially for stock pickers. Is the U.S. stronghold about to shift?

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