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

Alex A. Frey, CFA

Associate Director of International Research

B.A., University of Chicago, 2014
Senior International Investment Analyst, 2020-24; International Investment Analyst at Harris Associates, 2017-20; Senior Research Associate at Dodge & Cox, 2014-17
Joined the industry in 2014
Joined Harris Associates in 2017

News + Insights

Two people reviewing a report on a desk with laptops

Insights

Process, Checklists and Bargain Hunting

March 5, 2020

International investment analyst Alex Frey shares how the firm’s checklist mentality fuels its time-tested research process.

Alex Frey, 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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