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)

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.

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