Commentaries & News

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Manager Insights

Traditions

January 15, 2020

Client Portfolio Manager Daniel Nicholas reflects on time-honored rituals at Oakmark that illustrate that what has made the Oakmark Fund successful since its founding is still intact.

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.

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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

Win Murray on CNBC’s “Squawk on the Street” (12.24.19)

December 24, 2019 - CNBC

Portfolio Manager Win Murray appeared on CNBC’s “Squawk on the Street” to talk about where he’s finding value in the energy sector.

Bill Nygren in "Barron’s"

December 13, 2019 - Barron’s

Portfolio Manager Bill Nygren was interviewed by Barron’s about his investing career and how his definition of value can lead to some unusual holdings for a value fund.

10 Stocks for the Next 10 Years

November 27, 2019 - Kiplinger

Portfolio Manager David Herro shares a health care company that he believes is well positioned for years to come with Kiplinger.

Products

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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.

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