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

December 2017

Key U.S. indexes reached record high levels repeatedly in the quarter.

International Equity Strategy

December 2017

A confluence of positive economic news, including low volatility, paved the way for growth in stock markets around the globe.

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News & Announcements

"Talking Stocks with Bill Nygren"

March 29, 2018

The Motley Fool interviewed Portfolio Manager Bill Nygren about the firm’s value investment process, current holdings and stock market valuations, among other topics.

Oakmark Global Select Wins Two Lipper Fund Awards

February 28, 2018

Harris Associates is honored to announce that the Oakmark Global Select Fund has won the 2018 Lipper Fund Awards in the Global Large-Cap Value Fund category.

11 Questions with Oakmark’s Bill Nygren and Win Murray

December 7, 2017 - GuruFocus

Portfolio Managers Bill Nygren and Win Murray answer questions from GuruFocus readers on a variety of subjects, including value investing, Harris Associates’ investment process and current portfolio holdings.

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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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