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.
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
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.
Together we can provide your clients best-in-class service and the right portfolio strategy to meet their needs.
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.
Our approach to portfolio construction can accommodate unique client factors, including directed investment restrictions, diversification issues and tax considerations.
A dedicated and experienced team is available to help you each step of the way.
Expect regular communication regarding our performance, positioning and access to our thoughts on how current market conditions are affecting value.
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.
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.
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