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)

What we do

Since 1976, we’ve been working with wealthy individuals and families to promote tailored investment solutions.

Personalized Approach

We value your perspective, your time and your unique situation; we listen before guiding clients to a solution.

Open Communication

We’re happy to work with your accountants and attorneys on all matters, including taxation, estate planning and charitable giving.

 

Harris does not provide tax or legal advice. Please consult your tax or legal advisor for detailed information applicable to your unique situation.

Value-Driven Promise

More than a style of investing, our commitment to generating value goes to the heart of everything we do.

Strategies, products and services as individual as you are

Strategies

Private Client

Offering both an equity-focused strategy and a balanced option, these separate account portfolios are built for use when capital preservation and long-term growth are a portfolio’s primary objectives.

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Separate Accounts

With a consistent, firm-wide investment philosophy and process, we build each separate account portfolio one stock at a time. Because the needs of each client are unique 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 Oakmark family of mutual funds is available through financial advisors, directly from Harris Associates and other intermediaries.

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