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March Madness and Active Investing

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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David Herro on Bloomberg Radio

Portfolio Manager David Herro discusses consumer confidence, European stocks and valuation gaps with Bloomberg Radio.

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The Process

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

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Staying Disciplined to a Bottom-Up Process

The Wall Street Transcript interviewed Portfolio Manager Tony Coniaris about the firm’s investment process and where he is seeing value in certain companies today.

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Finding Value in International Equity Markets

Portfolio Manager David Herro discusses the role of active management, how volatility can provide opportunity and today’s outlook for global growth.

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The World Cup and Investing

Following the World Cup finale, US Director of Research and Portfolio Manager Win Murray draws parallels between soccer and the investment world and how inactivity, though not a spectator sport, may remain the optimal strategy for both.

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Herro: What's Changed, What Hasn't, Since the 1980s

International CIO David Herro spoke at the 2018 Morningstar Investment Conference and reflected on what has changed and what has remained the same with international investing over the course of his career.

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Learning from…“The Simpsons?”

Portfolio manager Tony Coniaris draws parallels to how certain attributes apply to both “The Simpsons” enduring success and how Harris Associates approaches investing.

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Great Adventure

Portfolio managers Clyde McGregor and Colin Hudson were interviewed by Value Investor Insight about the Equity and Income Fund’s balanced-fund strategy and where they’re finding value today.

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News and Viewpoints

March Madness and Active Investing

March 12, 2019 - Lauren Harvey

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.

David Herro on Bloomberg Radio (02.14.19)

February 14, 2019 - Bloomberg Radio

Portfolio Manager David Herro talks about the importance of patience for long-term value investors and discusses European financials and the valuation gap between Europe and the U.S.

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.

Staying Disciplined to a Bottom-Up Process

August 27, 2018 - The Wall Street Transcript

The Wall Street Transcript interviewed Portfolio Manager Tony Coniaris about the firm’s investment process and where he is seeing value in certain companies today.

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.

The World Cup and Investing

July 16, 2018 - Win Murray

Following the World Cup finale, US Director of Research and Portfolio Manager Win Murray draws parallels between soccer and the investment world and how inactivity, though not a spectator sport, may remain the optimal strategy for both.

Herro: What's Changed, What Hasn't, Since the 1980s

June 19, 2018 - Morningstar

International CIO David Herro spoke at the 2018 Morningstar Investment Conference and reflected on what has changed and what has remained the same with international investing over the course of his career.

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.

Great Adventure

April 30, 2018 - Value Investor Insight

Portfolio managers Clyde McGregor and Colin Hudson were interviewed by Value Investor Insight about the Equity and Income Fund’s balanced-fund strategy and where they’re finding value today.

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Strategy Commentary

U.S. Equity Strategy

March 2019

Despite episodes of volatility that occurred over the past three months, key U.S. indexes ended higher for the first quarter, extending what most identify as the longest bull market in history.

International Equity Strategy

March 2019

Major global markets moved higher in the first quarter, despite contending with a barrage of geopolitical pressures.

Concentrated Strategy

March 2019

Despite episodes of volatility that occurred over the past three months, key U.S. indexes ended higher for the first quarter, extending what most identify as the longest bull market in history.

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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