Manager Insights

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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.

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.

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.

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.

The Psychology of Ownership and Investing

March 15, 2017 - Lauren Digani

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 Digani explores how we work to combat its negative effects.

Joe Maddon Made the Cubs Better. Could He Do the Same for Investors?

November 07, 2016

Bill Nygren examines how five slogans from the Cubs’ manager can be taken off the field and applied to investing.

The Case for Eating Your Own Cooking

March 09, 2016

We eat our own cooking, and we like management teams that eat theirs.


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

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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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