Commentaries & News

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Manager Insights

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.

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.

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Strategy Commentary

U.S. Equity Strategy

September 2017

The third quarter saw some new records set in the United States. Hurricanes surpassed historic levels for rainfall (Harvey), duration (Irma) and landfall intensity (Maria).

International Equity Strategy

September 2017

During the third quarter, major global markets were influenced by a mix of positive global economic progress, geopolitical tension and the landfall of multiple, devastating hurricanes.

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News & Announcements

Oakmark International 25th Anniversary Video

October 20, 2017

This year, the Oakmark International Fund celebrated its 25th anniversary. To commemorate the event, Portfolio Manager and Chief Investment Officer-International Equity David Herro reflected on the Fund’s performance, its enduring investment philosophy and process, and the dedicated team.

25th Anniversary of Oakmark International

October 4, 2017

As the Oakmark International Fund celebrates its 25th anniversary, Portfolio Manager and Chief Investment Officer-International Equity David Herro reflects on the Fund’s performance, thanks shareholders for their support and recognizes those who have contributed to its success.

David Herro’s Record Shows Some Stock Pickers Do Beat the Index

September 29, 2017 - Bloomberg

Portfolio Manager and Chief Investment Officer – International Equity David Herro is featured in Bloomberg Markets about his investment career along with his founding of the Oakmark International Fund, which celebrates its 25th anniversary this year.

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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.

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