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Oakmark FundsDeep research14 Oct 2025Source: oakmark.com

International equities: The shifting opportunity set

Oakmark is the mutual fund family launched in 1991 by Harris Associates, the Chicago deep-value firm founded in 1976 (about $105bn AUM). Bill Nygren runs the flagship Oakmark Fund and David Herro the Oakmark International Fund, buying businesses at large discounts to intrinsic value and holding them like owners — publishing quarterly fund commentaries, market commentaries and insight articles.

Bill Nygren、David Herro · 1991 · 美国芝加哥Deep value / contrarian long-term

In plain words

This piece from Oakmark argues that international stocks (companies outside the U.S.) look cheaper than U.S. stocks right now, and many foreign economies are improving. For everyday investors, it means you might want to rethink focusing only on U.S. equities—spreading some money overseas could boost returns. The article doesn't give specific data or examples, but its contrarian view (most people chase U.S. stocks) is worth a quick read. No buy/sell advice, just food for thought.

AI SummaryAI-generated · may contain errors · verify against the original

Oakmark International Research Director Justin Hance believes that international stocks remain attractive to long-term investors. The report notes that positive economic developments and compelling investment opportunities are emerging in multiple regions globally, though it does not provide specifi

5 sections
Deep Analysis

Theme and Background

This chapter is authored by Justin Hance, Director of International Research and Portfolio Manager at Oakmark. The core argument is that international stocks remain attractive for long-term investors. The report contends that positive economic developments and compelling investment opportunities are emerging across multiple global regions, though it does not elaborate with specific data or company cases in the main text.

Core Viewpoint

The author makes a clear judgment: international stocks are currently attractively valued relative to the U.S. market, and non-U.S. economies are showing signs of improvement. This is a contrarian view against market consensus—many investors overlook international allocations due to the strong performance of the U.S. market.

Key Arguments and Data

This chapter does not provide specific figures, percentages, or comparative data. The report only offers qualitative statements such as "positive economic developments" and "compelling investment opportunities," without quantitative elaboration. Therefore, a data table cannot be constructed.

Companies/Assets Involved

  • Oakmark International Fund: Mentioned but without current holding details; only a link is provided for reference.
  • Oakmark International Small Cap Fund: Same as above; only a holding link is provided.
  • Harris Associates L.P.: As the investment manager, its views represent the report’s stance.

Investment Implications

For investors, the takeaway from this chapter is to reassess international stock allocations, especially when U.S. market valuations are high, as potential returns from international markets may be more attractive. However, the report explicitly states that this content does not constitute specific buy or sell recommendations; investors should make decisions based on their own goals and consult with advisors.