Value investing redefined

The Oakmark family of mutual funds is an extension of Harris Associates’ value-focused approach to investing. For more about our selection of funds, visit Oakmark.com.

The Oakmark Funds

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
1-800-OAKMARK (625-6275)

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There is a real disconnect between news flow on public companies and the value of the underlying businesses. The overwhelming majority of discussion is based on what may happen over the next year or so to create volatility in earnings, despite over 90% of intrinsic value depending on what happens after that. This provides opportunities for long-term, value-minded investors like us.

-Tony Coniaris, CFA, Partner, Co-Chairman

Colin Hudson, CFA

Partner, Portfolio Manager and U.S. Equity Investment Analyst

Portfolio Manager of the Oakmark Bond Fund, Oakmark Equity and Income Fund, Oakmark Global Fund and Oakmark Global Select Fund
Portfolio Manager of the Global, Global All Cap and Global Concentrated Strategies
Vice President, Oakmark Funds
B.A., DePauw University, 1992
M.S., Indiana University, 1996
M.B.A., Indiana University, 1999
Vice President and Director of Research at Hilliard, Lyons Asset Management, 1999-2005; Investment Analyst at Wallington Asset Management, 1998-99
Joined the industry in 1998
Joined Harris Associates in 2005

News + Insights

Oakmark Equity and Income Institutional Class Ticker

News

Oakmark Equity and Income Fund wins 2024 LSEG Lipper Fund Award

March 14, 2024

The Oakmark Equity and Income Fund is honored to receive a 2024 LSEG Lipper Fund Award for best mixed-asset target allocation moderate fund over...

Colin Hudson, CFA | Adam Abbas | Michael Nicolas, CFA | Alex Fitch, CFA

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We do value investing differently

At Harris Associates, we don’t have an opinion about how equities will perform this year, if a recession will start or if the political parties will produce pro-growth candidates during the next election cycle. As long-term investors, we don’t think it matters.

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