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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PRI Update 1Q21

...https://www.unpri.org/pri-blogs/time-for-real-assets-investors-to-take-the-next-step-on-climate-change/6207.article https://www.unpri.org/manager-selection/asset-owner-technical-guide-investment-manager-selection-guide/6573.article https://www.unpri.org/manager-appointment/asset-owner-technical-guide-investment-manager-appointment-guide/6574.article https://www.unpri.org/manager-monitoring/asset-owner-technical-guide-investment-manager-monitoring-guide/6575.article https://www.unpri.org/climate-change/engaging-oil-and-gas-companies-on-climate-results-of-the-pri-collaborative-engagement/6826.article https://www.unpri.org/climate-change/engaging-oil-and-gas-companies-on-climate-results-of-the-pri-collaborative-engagement/6826.article https://www.unpri.org/pri-blogs/whistleblowing-through-the-social-and-governance-lenses/6894.article https://www.unpri.org/human-rights-and-labour-standards/why-and-how-investors-should-act-on-human-rights/6636.article https://raconteur.net/report/sustainable-investment-2020/ https://www.unpri.org/thematic-and-impact-investing/impact-investing-market-map/3537.article https://www.unpri.org/eu-taxonomy-final-report-2020-starts-a-decade-of-action-on-climate-change/5547.article https://www.unpri.org/fiduciary-duty/esg-and-alpha-in-china/5593.article https://www.unpri.org/stewardship/addressing-system-barriers/6270.article https://www.unpri.org/download?ac=9721 https://www.unpri.org/governance-issues/advancing-tax-transparency-outcomes-from-the-pri-collaborative-engagement/5541.article https://app.powerbi.com/view?r=eyJrIjoiYTRmZGQ2ZTEtN2UyNC00ZTcxLWFjOGItZGMzZmE4Y2I3YmMwIiwidCI6ImZiYzI1NzBkLWE5OGYtNDFmMS1hOGFkLTEyYjEzMWJkOTNlOCIsImMiOjh9 https://app.powerbi.com/view?r=eyJrIjoiMWZlZDcxNTQtNTkzYy00NmJkLTkyODktNTgwODgwZWQ0NzE3IiwidCI6ImZiYzI1NzBkLWE5OGYtNDFmMS1hOGFkLTEyYjEzMWJkOTNlOCIsImMiOjh9 https://www.unpri.org/sustainable-markets/investor-priorities-for-the-eu-green-deal/5710.article https://dwtyzx6upklss.cloudfront.net/Uploads/h/f/g/chinaenergylawconsultationenglish_540446.pdf https://dwtyzx6upklss.cloudfront.net/Uploads/w/k/m/pri_ra_consultation_results_2020_final_301104.pdf https://www.unpri.org/engaging-on-cyber-security-results-of-the-pri-collaborative-engagement-2017-2019/5680.article https://www.unpri.org/farmland/from-farm-to-table-ensuring-fair-labour-practices-in-agricultural-supply-chains/5800.article https://www.unpri.org/farmland/from-farm-to-table-ensuring-fair-labour-practices-in-agricultural-supply-chains/5800.article https://www.unpri.org/private-equity/tcfd-for-private-equity-general-partners-technical-guide/5546.article https://www.unpri.org/passive-investment/esg-and-passive-investment-strategies/5493.article https://www.unpri.org/passive-investment/balancing-esg-ratings-carbon-footprints-and-risk-in-index-portfolios/5551.article https://www.unpri.org/credit-ratings/bringing-credit-analysts-and-issuers-together-paris-workshop/5596.article https://www.unpri.org/infrastructure/are-national-infrastructure-plans-sdg-aligned-and-how-can-investors-play-their-part/5636.article https://www.unpri.org/an-introduction-to-responsible-investment/an-introduction-to-responsible-investment-real-estate/5628.article https://www.unpri.org/an-introduction-to-responsible-investment/an-introduction-to-responsible-investment-climate-change-for-asset-owners/5981.article...

Our Team

Michael J. Neary, CFA, CFP®

…industry in 1992 Joined Harris Associates in 1995   Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial PlannerTM and federally registered CFP (with flame design)…

California Candidate Privacy Notice

Effective Date: June 9, 2023 1. Introduction This notice (“Notice“) describes the categories of personal information that Harris Associates L.P. (“Company“, “we“, “us” and “our“) collects about California residents (“candidates“),…

Strategy

Private Client

…investment goals. You will work with the same Portfolio Manager and Portfolio Associate to ensure there is consistency and familiarity with your unique circumstances. We will also collaborate with your other advisors….

Candidate Privacy Notice

Effective Date: June 9, 2023 1. Introduction This notice (“Notice“) describes the categories of personal information that Harris Associates L.P. (“Company“, “we“, “us” and “our“) collects from individuals (“candidates“) who…

Privacy Policy

…where applicable. Communications data, such as your preferences for receiving communications about our activities and publications, and details about how you engage with our Site and communications. Feedback data, such…

Our Team

Joseph J. Allessie

Vice President, Oakmark Funds B.A., The Pennsylvania State University, 1987 J.D., Western Michigan University Cooley Law School, 1990 Certified Compliance and Regulatory Professional, The Wharton School of the University of…

Our Team

Mark C. Small, CFA

B.A., University of Wisconsin-Madison, 2014 M.B.A., University of Chicago, 2024 Portfolio Implementation Specialist at Harris Associates, 2019-21; Associate Trade Coordinator at Harris Associates, 2016-19; CLO Securitization Associate at Cortland Capital…

Our Team

Tammie Lee

B.A., New York University, 1993 J.D., Brooklyn Law School, 1996 VP and Associate Counsel at Calamos Investments, 2018-22; Executive Director and Associate General Counsel at UBS Asset Management, 2005-17; VP…

Our Team

Darek Blachowicz

B.S., University of Chicago, 2016 M.B.A., University of Chicago, 2022 Senior Research Associate with Harris Associates, 2022-23; Investment Research Intern with Harris Associates, 2021; Senior Research Associate at Dodge &…