News
Harris | Oakmark Announces Investment Team and Leadership Updates
Harris | Oakmark announces planned investment team and leadership updates, reinforcing long-term succession planning and a disciplined value investing approach.
April 2, 2026
News
April 2, 2026
Harris | Oakmark announces planned investment team and leadership updates, reinforcing long-term succession planning and a disciplined value investing approach.
Insights
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...
News
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...
News
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...
Insights
February 13, 2026
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
News
January 27, 2026
David Herro, Co-CIO International Equities and Portfolio Manager joined CNBC "Fast Money" to talk about international investing opportunities.
Insights
January 22, 2026
After a strong 2025, the outlook for international stocks continues to appear bright due to attractive valuations and accelerating global growth. Tony Coniaris, Co-CIO...
Insights
January 21, 2026
Robert Bierig highlights how recent market strength has been driven by a small group of high-momentum stocks, creating unique challenges - and opportunities -...
News
December 24, 2025
CIO-U.S. and Portfolio Manager Bill Nygren joined CNBC’s “Squawk on the Street” to recap 2025 and discuss the outlook for U.S. equities.
Why didn’t we do better when value outperformed? | U.S. equity market commentary 1Q 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.
Read more from Bill hereBeware of noise, hurry and crowds | International equity market commentary 1Q 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.
Read more from Tony herePainting with a finer brush | Fixed income market commentary 1Q 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 today’s credit markets.
Read more from Adam here