**Nov. 16, 2025 | 10:09 AM ET**
**NIFCY, KSANF, MSUXF, SMCAY, ASBRF**
*Harris Oakmark*
**Follower Count: 1.49K**
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**Comments Summary:**
The Oakmark Japan Strategy portfolio’s return was 4.93% (Net) for the reporting period, compared to the MSCI Japan Index (Net), which returned 8.02% for the same period.
Kansai Paint’s stock price appreciated following its earnings report and an announcement of an upward dividend revision. Conversely, SMC’s stock price declined amid weaker-than-expected earnings.
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**Excerpt from the Oakmark Japan Strategy Q3 2025 Commentary**
**Portfolio Performance**
During this period, the portfolio achieved a net return of 4.93%. This performance is compared to the MSCI Japan Index (Net), which returned 8.02%.
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**About Harris Oakmark**
This article was written by Harris Associates L.P., which has 1.49K followers. Founded in 1976, Harris Associates is composed of dedicated investment professionals committed to delivering successful results for clients. Their core philosophy emphasizes consistent investing principles, superior research, and high-quality customer service.
Their approach centers on value investing—believing that over time, a stock’s price will reflect the underlying company’s true value. In constructing client portfolios, they seek companies trading at significant discounts to their intrinsic value, with strong profit potential and capable management acting as owners.
Harris Associates views investing as owning a piece of a business for the long term. They emphasize rigorous, fundamental research, employing a disciplined combination of quantitative and qualitative screening processes. As independent thinkers, they do not rely solely on Wall Street opinions. Their experienced analysts evaluate each company based on its fundamental characteristics.
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