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Maybe U.S. Stocks Aren’t Overvalued

Is the market cheap? Is it expensive? Bill Nygren explores how both conclusions could be drawn by investors, and why we stay away from market timing.

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The Psychology of Ownership and Investing

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.

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Sacrificing the Short Term for the Long Term

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.

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

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

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

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

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Anniversary Video

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.

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News and Viewpoints

Maybe U.S. Stocks Aren’t Overvalued

May 3, 2017 - Bill Nygren

Is the market cheap? Is it expensive? Bill Nygren explores how both conclusions could be drawn by investors, and why we stay away from market timing.

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.

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.

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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.

Concentrated

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.

Before investing in any Oakmark Fund, you should carefully consider the Fund's investment objectives, risks, management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. For more information, please call 1-800-OAKMARK (625-6275). Harris Associates Securities L.P., Distributor.

Past performance is no guarantee of future results.

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