Harris Associates

Oakmark Fund commentaries for the quarter ended September 30 are now available. bit.ly/3xJleMr

Oakmark manager insights on the recent quarter are now available. Our CIOs and Head of Fixed Income share their current views and perspectives. bit.ly/3xJleMr

NEW: The Oakmark U.S. Large Cap ETF (OAKM) is an active, fully transparent ETF that uses our consistent value investment philosophy to identify quality companies priced at a discount to the management team’s estimate of intrinsic value. Learn more: bit.ly/3Cl38Tk

Despite the dwindling large-cap stock universe, we are still finding fundamentally large businesses that meet our value investment criteria. Insights from CIO-U.S. and PM Bill Nygren: bit.ly/40lqlNn

While the value spread between U.S. and international equities continues to expand, we are encouraged by management teams that are taking action to grow shareholder value. Read more from CIO-International Equities and PM David Herro: bit.ly/4fZSkrs

As the deficit increases and market noise continues, we are focused on finding value in fixed income assets. Read more from Head of Fixed Income Adam Abbas: bit.ly/40asewa

Introducing the Oakmark U.S. Large Cap ETF (OAKM), which combines Harris | Oakmark’s value investing experience with the benefits of an active ETF. Hear more from Portfolio Manager Bill Nygren: bit.ly/3Dl9VN8

We are excited to launch our first ETF: Oakmark U.S. Large Cap ETF (OAKM), which seeks competitive long-term performance by investing in a focused portfolio grounded in disciplined, bottom-up research. bit.ly/4f74fmW

In the short term, the market prices businesses based on short-term influences, but fundamental business value is determined by long-term factors. Read more from CIO-International Equities and PM David Herro. bit.ly/48fAGO9

It’s easy to be distracted by escalating risks in the Middle East and Asia, Fed decisions, and the looming U.S. elections. Head of Fixed Income and PM Adam Abbas discusses how we stay focused amidst the tumult. bit.ly/4f8xJkR

CIO-U.S. and Portfolio Manager Bill Nygren discussed Harris | Oakmark’s value investment philosophy and research process and how to find opportunities in non-traditional value names during a "Behind the Balance Sheet" interview with @steveclapham. bit.ly/3Y4TOee

Adam Abbas, Portfolio Manager and Head of Fixed Income at Oakmark, explains why above–average rate volatility and bond supply are potential opportunities for future fixed income returns. bit.ly/4cCt74O

With four billion people heading to the polls in 2024, elections are top of mind for investors; David Herro, CIO-International and Portfolio manager discusses the implications of the recent call for French elections. bit.ly/3zgGj18

“Our approach to new highs is to do what we always do: make sure we sell those stocks that have achieved our price targets and reinvest in stocks that are selling well below our estimates of value.” Learn more from PM Bill Nygren. bit.ly/3TQafIa

"As long-term investors who make decisions based on the underlying intrinsic value of an asset based on its balance sheet and cash generation, we won’t chase momentum – the only chasing we do is for value.” Read more from PM David Herro. bit.ly/3U9w9rb"

“It’s crucial to understand short-term fixed income market factors; however, don’t let short-term events overshadow the broader, long-term investment story.” Hear more from Portfolio Manager Adam Abbas. bit.ly/49wnXWg

Despite challenges the past two years, international markets show promise, especially for stock pickers. Is the U.S. stronghold about to shift? Learn more: bit.ly/3T4NDEt

Two macro themes and economists’ negative outlook caused international market uncertainty; a focus on research along with a long-term view can help uncover otherwise overlooked opportunities. Learn more from CIO-International Equities and PM David Herro bit.ly/3tRJUAH

Today’s investor is inundated with views on short-term market trends and recommendations, but investing often involves nuances and factors that professional management can help address. Hear more from Co-Head of Fixed Income and PM Adam Abbas bit.ly/3SieU6a

2023 was another rough year for mutual funds; the issue could be that many actively managed funds haven’t been all that “active.” Read more from CIO-U.S. and Portfolio Manager Bill Nygren. bit.ly/47y4qnz