Skip to contentHome page Seeking Alpha - Power to InvestorsOct. 13, 2025 2:40 AM ETAMFPF, AZLGF, BKFKF, VOYJF, HKUOY, ABLGF, AMVOY, CTTAF, HPHTF, JELLF, KSANF, RBTEF, NET, AZLGY, BKFKY, CTTAY, HKUOF, AMVIF, HPHTY, KPTCY, VLMTYHarris Oakmark1.48K FollowersSummarySignificant research activity at the firm led to six new positions being added to the Fund while three were exited.While the quarter's performance was disappointing, we took advantage of market opportunities to increase positions in stocks where share prices diverged from our view of intrinsic value.Alten is one of a handful of companies in this space that is considered a global tier-1 service provider, which helps them tightly embed with customers in very sticky relationships.JEOL services mask writers for years after selling them, creating a recurring revenue stream that helps smooth out the volatility of equipment sales.imaginima/iStock via Getty ImagesThe following segment was excerpted from the Oakmark International Small Cap Fund Q3 2025 Commentary.While the quarter's performance was disappointing, we took advantage of market opportunities to increase positions in stocks where share prices divergedThis article was written byHarris Oakmark1.48K FollowersHarris Associates L.P. was founded in 1976 by dedicated investment professionals who believed that delivering successful investment results for clients requires a consistent investment philosophy, a commitment to superior investment research and a high level of customer service. Our roster of clients has grown over the years, but these basic beliefs remain unchanged. We are value investors who believe that, over time, the price of a stock will rise to reflect the value of the underlying company. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by managers who think and act as owners. We frame the investment process as owing a piece of a business for the long term. We believe in the importance of intensive, fundamental research. Our research process is based on a disciplined quantitative and qualitative screening process. We are independent thinkers who do not look to Wall Street for answers. Our experienced analysts are generalists who evaluate each company on the basis of its fundamental characteristics.CommentsRecommended For YouRelated StocksSymbolLast Price% ChgAMFPF--Amplifon S.p.A.AZLGF--Azelis Group NVBKFKF--P/F BakkafrostVOYJF--Valmet OyjHKUOY--Hakuhodo DY Holdings IncRelated AnalysisTrending AnalysisTrending NewsSeeking Alpha - Power to InvestorsPower to InvestorsFollow usDownload appContact usSubscription Support: 1-347-509-6837© 2025 Seeking AlphaTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.