Oakmark U.S. Large Cap ETF Price & Performance (OAKM)

Oakmark portfolio managers recently addressed shareholder questions, emphasizing the impact of inflation and artificial intelligence on investments. The funds' holdings include key allocations in Alphabet, Charles Schwab, and Capital One Financial. The managers also underlined the risks of focused portfolios, which can lead to increased volatility for investors.1

Market analysts at a recent financial conference noted a resurgence in value investing, with Oakmark U.S. Equity ETF (OAKM) gaining 3.5% this year. Experts attribute this trend to a shift away from high-growth tech stocks as investors seek safer, undervalued opportunities in the current market environment.2

Oakmark's Bill Nygren highlighted value-focused strategies on CNBC, pointing to investments like Phillips 66 and General Motors. He noted that the fund's concentrated approach amplifies both potential gains and risks. Nygren's insights align with a broader market trend favoring value stocks over the high-growth Magnificent 7 tech companies.3