Commentaries & News

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Manager Insights

The Weekly Meeting

September 19, 2019

Portfolio Managers Justin Hance and Eric Liu share why the weekly research team meeting helps to fully vet new investment ideas.

The Intelligence Trap

September 05, 2019 - Tony Coniaris

Portfolio Manager Tony Coniaris reflects on how more than intellectual capital is needed for investment success.

March Madness and Active Investing

March 12, 2019 - Lauren Digani

With the arrival of March Madness, Product Specialist Lauren Digani draws parallels between tournament brackets and investing that can help inform when to go active.

The Process

November 9, 2018 - Mike Neary

While their fields of play are different, Harris Associates and Coach Nick Saban share a commitment to excellence.

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Strategy Commentary

U.S. Equity Strategy

September 2019

Recession – a word that strikes fear in the hearts of economists and investors alike – became a frequent topic of conversation in the third quarter.

International Equity Strategy

September 2019

Major global markets finished mixed in the third quarter. August served as the most volatile month, bookended by relatively flat performance in July and September.

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News & Announcements

Bill Nygren on “Barron’s Roundtable”

October 18, 2019 - “Barron’s Roundtable”

Portfolio Manager Bill Nygren appeared on “Barron’s Roundtable” to talk about recent stock picks and what the market is focusing on right now that it shouldn’t be.

Why Active, Long-Term Value Investors Shouldn’t Be Worried

October 17, 2019

Portfolio Manager Bill Nygren dispels investor concerns and offers reasons for why they may be misguided.

Win Murray on Bloomberg Daybreak Asia

October 12, 2019 - Bloomberg Asia

Portfolio Manager Win Murray was on Bloomberg Daybreak Asia to talk about the firm’s value approach, how to control one’s emotions while investing and the growth versus value debate, among other topics.

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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.

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