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.
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.
