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

Financial Advisors

More than an allocation for your clients, a valued relationship

Whether you seek a value allocation for your clients’ separately managed accounts, sub-advisory services for your practice or mutual funds that can fill a specific need, you’ll find your solution in the range of products and services we offer.

Let’s Talk

Together we can provide your clients best-in-class service and the right portfolio strategy to meet their needs.

Who we work with

We take a relationship-first approach when working with registered investment advisors, financial planners and other investment intermediaries. We’re here to help you extend the capabilities of your practice for your clients.

Customizable

Our approach to portfolio construction can accommodate unique client factors, including directed investment restrictions, diversification issues and tax considerations.

Service first

A dedicated and experienced team is available to help you each step of the way.

Reliable Resources

Expect regular communication regarding our performance, positioning and access to our thoughts on how current market conditions are affecting value.

Strategies, products and services delivered with consistency

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Separate and Sub-Advised Accounts

With a consistent, firm-wide investment philosophy and process, each separate account portfolio is built one stock at a time. Because the needs of each client are different and the markets constantly change, the separate account relationship is a dynamic one.

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Oakmark Funds

An extension of Harris Associates’ value-focused approach to investing, our family of mutual funds is available through financial advisors, directly from Harris Associates and other intermediaries.

Financial Advisors

More than an allocation for your clients, a valued relationship

Let’s Talk

Who we work with

Customizable

Service first

Reliable Resources

Strategies, products and services delivered with consistency

Vehicles

Separate and Sub-Advised Accounts

Vehicles

Oakmark Funds

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