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)

Media

General Background 

Harris Associates 

  • Harris Associates, adviser to the Oakmark Funds, was founded in 1976. 
  • Harris Associates manages equity (U.S., global and international) and balanced (equity and fixed income) portfolios for institutions and high-net-worth individuals. 
  • The total firm AUM is approximately $108 billion (as of 03/31/2024). 
  • The firm is headquartered in Chicago. 
  • Harris Associates is an indirect subsidiary of Natixis Investment Managers and operates autonomously. 

For portfolio manager interviews and other media requests, please contact: 

Anne Burke 
Senior Investor Communications Specialist 
312-646-3399 
aburke@harrisassoc.com

Harris Associates and the Oakmark Funds on Social Media 

The information, data, analyses and opinions Harris Associates or the Oakmark Funds post to social media platforms (including current investment themes, the portfolio managers’ research and investment process, and portfolio characteristics) are for informational purposes only and represent the investments and views of the portfolio managers, Harris Associates and the Oakmark Funds as of the date written and are subject to change without notice. This content is not a recommendation of or an offer to buy or sell a security and is not warranted to be correct, complete or accurate. 

As a general policy, Harris Associates and the Oakmark Funds will not respond to posts or inquiries made through Twitter or LinkedIn. 

Please direct all inquiries to the following: 

Harris Associates  1-312-646-3600 
contact@harrisassoc.com

Oakmark Funds  1-800-OAKMARK (625-6275) or 1-617-483-8327 
https://oakmark.com/contact-us/

When you post information on a social media platform, that information will be available within the public domain. To protect your privacy and that of others, do not include personal or account information in any of your posts, including direct messages. Harris Associates and the Oakmark Funds are not affiliated with any social media service and are not responsible for its privacy or security policies or its terms of use. Use of all third-party sites and materials is at your own risk. You should read each social media platform’s terms of service and privacy policy before engaging in its use. Third-party posts about or related to Harris Associates or the Oakmark Funds do not reflect the views of Harris Associates or the Oakmark Funds. Such third-party posts are the responsibility of the user and have not been reviewed for completeness or accuracy. The decision to follow a particular user on social media does not imply an endorsement or recommendation of any kind from Harris Associates or the Oakmark Funds. 

Please adhere to the following guidelines when interacting with Harris Associates and the Oakmark Funds via social media: 

  • Do not post offensive or inappropriate material. 
  • Do not post advertisements. 
  • Do not repeat the same comment. 
  • Do not post a testimonial. 
  • Do not provide investment advice. 

Harris Associates reserves the right to remove and moderate comments and to block users who do not follow these guidelines or for any other reason.