Commentaries & News

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Manager Insights

The Psychology of Ownership and Investing

March 15, 2017 - Lauren Harvey

There is a well-established phenomenon in psychology called the endowment effect. In an investment context, it manifests as falling in love with stocks that are already owned, skewing perceived value and impeding objectivity. Product Specialist Lauren Harvey explores how we work to combat its negative effects.

Sacrificing the Short Term for the Long Term

February 16, 2017 - Eric Liu

As patient value investors, we oftentimes encourage our clients to stomach volatile short-term performance in exchange for long-term investment success. Portfolio Manager and Senior International Investment Analyst Eric Liu further explores our thought process.

Joe Maddon Made the Cubs Better. Could He Do the Same for Investors?

November 07, 2016

Bill Nygren examines how five slogans from the Cubs’ manager can be taken off the field and applied to investing.

Brexit Reaction

June 24, 2016

David Herro, CIO for International Equities, provides his thoughts surrounding Britain's vote to exit the European Union.

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Strategy Commentary

U.S. Equity

March 2017

Investor sentiment was notably positive coming into 2017 and U.S. markets built on this momentum in the first quarter, pushing key indexes to reach all-time highs during the period. However, the rally halted late in March after the new administration failed to repeal the Affordable Care Act.

International Equity

March 2017

Global markets marched higher in the first quarter as economic activity continued to strengthen. The Dow Jones Industrial Average notched its sixth consecutive quarterly gain, and the STOXX Europe 600 Index advanced for the third quarter in a row.

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News & Announcements

David Herro Named Morningstar’s 2016 International-Stock Fund Manager of the Year

January 25, 2017

Portfolio manager David Herro has been selected as the award recipient for 2016.

Anniversary Video

November 3, 2016

To mark the 40th year in business for Harris Associates and three notable anniversaries in the Oakmark Funds, Bill Nygren sat down to reflect on the consistent philosophy and practices that have governed the firm since its inception.

Q&A with The Motley Fool, Part II

October 4, 2016

This fall, portfolio manager Bill Nygren answered some questions about various investment topics for The Motley Fool.


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