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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Insights

Why the case for value investing remains strong

July 23, 2026

For fifteen years, growth has dominated and value has faced real headwinds — leading many to conclude the discipline itself is outdated. We disagree....

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News

Oakmark Capital Gain Tax Estimates

July 23, 2026

Capital gain distributions will be paid to shareholders of record as of Wednesday, December 09, 2026.

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Insights

A disciplined approach to value in fixed income

May 19, 2026

With the direction of yields unclear, opportunities have shifted toward security selection. See how a disciplined, value-driven approach has the potential to uncover mispriced...

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The discipline to stay boring | U.S. equity market commentary 2Q 2026

As AI enthusiasm drives shifts in market leadership and challenges traditional definitions of value, Bill Nygren shares why discipline, patience and a long-term perspective continue to guide our investment approach.

Read more from Bill here

Wrong in the right direction | International equity market commentary 2Q 2026

When fundamentals improve faster than expected, we believe a disciplined investment process can turn an underestimated opportunity into long-term value.

Read more from Tony here
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The certainty trap | Fixed income market commentary 2Q 2026

As AI's future unfolds, we believe the best opportunities may come from embracing uncertainty rather than predicting a single outcome.

Read more from Adam here
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Insights

U.S. equities: Volatility creates opportunity

May 12, 2026

In this recent video, Portfolio Manager Michael Nicolas discusses how AI fears have driven sharp selloffs across software—but history suggests broad narratives often miss...

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Insights

International equities: Surprising market shifts

May 12, 2026

Tony Coniaris, Co-CIO International Equities, shares insights on the surprising shifts in the market, the dramatic impact of AI innovation, and how global events...

News

Harris | Oakmark Announces Investment Team and Leadership Updates

April 2, 2026

Harris | Oakmark announces planned investment team and leadership updates, reinforcing long-term succession planning and a disciplined value investing approach.

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Insights

Energy investing without macro calls

March 20, 2026

Oil prices may swing wildly, but we focus on value driven by fundamentals. Alex Fitch, Director of U.S. Research, explains how a bottom‑up approach...

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News

Bill Nygren on CNBC’s “Squawk Box” (03.13.26)

March 13, 2026

CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Squawk Box” to discuss the latest market trends and why he doesn't think recent volatility will...

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News

Morningstar recognizes OAKM as a top active ETF for 2026

March 4, 2026

We're excited to share that Morningstar has recognized Harris | Oakmark’s Oakmark U.S. Large Cap ETF (OAKM) as one of the “Best Active ETFs...

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