Commentaries & News

Please wait while we gather your results.

Manager Insights

Finding Value in International Equity Markets

August 14, 2018 - David Herro

Portfolio Manager David Herro discusses the role of active management, how volatility can provide opportunity and today’s outlook for global growth.

The World Cup and Investing

July 16, 2018 - Win Murray

Following the World Cup finale, US Director of Research and Portfolio Manager Win Murray draws parallels between soccer and the investment world and how inactivity, though not a spectator sport, may remain the optimal strategy for both.

Learning from…“The Simpsons?”

June 6, 2018 - Tony Coniaris

Portfolio manager Tony Coniaris draws parallels to how certain attributes apply to both “The Simpsons” enduring success and how Harris Associates approaches investing.

Patience Is a Virtue

September 28, 2017

One could argue that the active versus passive debate is poorly framed. At Harris Associates, we believe “closet indexers” are primarily to blame for the average active manager underperformance. We think a more productive discussion is the value of true active managers versus closet indexers.

Please wait while we gather your results.

Strategy Commentary

U.S. Equity Strategy

June 2018

Volatility prevailed throughout the second quarter as investors digested the implications of newly imposed tariffs.

International Equity Strategy

June 2018

After a strong start to 2018, international equity markets then weakened throughout the first half of the year.

Please wait while we gather your results.

News & Announcements

Staying Disciplined to a Bottom-Up Process

August 27, 2018 - The Wall Street Transcript

The Wall Street Transcript interviewed Portfolio Manager Tony Coniaris about the firm’s investment process and where he is seeing value in certain companies today.

Herro: What's Changed, What Hasn't, Since the 1980s

June 19, 2018 - Morningstar

International CIO David Herro spoke at the 2018 Morningstar Investment Conference and reflected on what has changed and what has remained the same with international investing over the course of his career.

Great Adventure

April 30, 2018 - Value Investor Insight

Portfolio managers Clyde McGregor and Colin Hudson were interviewed by Value Investor Insight about the Equity and Income Fund’s balanced-fund strategy and where they’re finding value today.


Separate Accounts

Custom-managed accounts for individuals, families, foundations, endowments, pension plans and mutual funds

Commingled Vehicles

Investments available only to accredited investors as defined by the Securities Act of 1933 or ERISA-qualified retirement plans and certain other government plans

Sub-advisory Services

Customized portfolio management with simplified administration for financial advisors

The Oakmark Funds

A value-oriented mutual fund family offering U.S., balanced, global and international funds

Contact Us to Learn More

For questions please contact us or call 312-646-3600

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.

This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.