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
We believe in delivering successful investment results for our clients and establishing long-term relationships with their representatives and consultants.
“No matter how brilliant your insight or attractive the risk-reward proposition of an active bet, benefits can be negated if behavioral biases go unchecked. By proactively addressing our biases, we aim to maximize the impact of our research insights and take full advantage of attractive risk-reward opportunities for our clients.”
—Lauren Digani, Manager, Institutional Client Service
Whether you are an institutional client or consult for one, you’ll find world-class options to fulfill your allocation needs. We have experience working directly with institutional clients, such as pension funds, foundations and endowments. We also understand how to work with consultants who represent them.
Regardless of the strategy or vehicle, expect a consistent application of our time-tested philosophy to our investment process.
We provide access to our investment professionals through regular communication regarding our performance, portfolio updates and thoughts on the best opportunities given the current investment environment.
More than a style of investing, generating value goes to the heart of everything we do for you. We believe our long-term relationships are a testament to our high level of customer service.
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 different and the markets constantly change, the separate account relationship is a dynamic one.
Related News, Insights, and Commentary
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Mike Manelli, Partner and co-portfolio manager of the Oakmark International Fund and the Oakmark International Small Cap Fund, will retire at year-end 2025 –...
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We continue to focus on the fundamentals of the companies in which we are invested. Over time, sticking to a consistent investment approach has...
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Diversity, Equity & Inclusion
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Our belief is that our research process, concentrated portfolios and long-term focus are what best position our portfolios for long-term success.
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Diversity, Equity & Inclusion
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Diversity, Equity & Inclusion
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Commentary
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Diversity, Equity & Inclusion
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Diversity, Equity & Inclusion
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Diversity, Equity & Inclusion
In September 2024, Harris | Oakmark employees volunteered at the Lincoln Park Zoo for its annual day of service.
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We have always emphasized the importance of absolute returns over relative. Ultimately, our goal is to compound wealth at a reasonable rate of return...
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Insights
International investment analyst Alex Frey shares how the firm’s checklist mentality fuels its time-tested research process.
Insights
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News
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Insights
Stock prices may fluctuate on whatever the news of the day is, while business values are likely to be much more stable, which gives...
