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 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.
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Our Team
…Bernstein, 2018-19; Vice President at ZZ Capital International, 2016-17; Associate at H.I.G. Capital, 2013-16; Investment Banking Analyst at Citi, 2011-13 Joined the industry in 2011 Joined Harris Associates in 2023…
…to come from a Harris Associates L.P. address and/or number. Neither Harris Associates L.P. nor its employees solicit or conduct business related to Harris Associates L.P. or the Oakmark Funds…
Strategy
Strategy’s Best Use: Investors seeking an allocation to large-cap U.S. and international stocks. Portfolio Construction: Our bottom-up portfolio construction leads to the selection of approximately 30 to 60 attractive large-cap companies from…
Strategy
Strategy’s Best Use: Investors seeking exposure to U.S. and international stocks, regardless of their capitalization. Portfolio Construction: Our bottom-up portfolio construction leads to the selection of approximately 30 to 60 companies from…
Strategy
Strategy’s Best Use: Investors seeking exposure to a focused selection of large-cap U.S. and international stocks. Portfolio Construction: Our bottom-up portfolio construction leads to the selection of approximately 20 attractive large-cap…
Strategy
Strategy’s Best Use: Investors seeking to make an allocation to large-cap international stocks. Portfolio Construction: Our bottom-up portfolio construction leads to the selection of approximately 45 to 65 attractive companies from our…
…secure, that the results obtained from the website will be error-free, that defects will be corrected, or that the website will be free of viruses or other harmful components. You…
Our Team
…B.A., Wheaton College, 1999 M.B.A., Northwestern University, 2005 Associate Analyst with Harris Associates, 2003-05; Research Associate with Harris Associates, 1999-2003 Joined the industry in 1999 Joined Harris Associates in 1999…
Our Team
…Harris Associates, 2019-21; U.S. Investment Analyst with Harris Associates, 2013-19; Research Associate with Harris Associates, 2011-13; Analyst at UBS, 2010-11 Joined the industry in 2010 Joined Harris Associates in 2011…
Our Team
…America Merrill Lynch, Chief Legal Officer Bank of America Global Capital Management, 2014-18; Associate, Partner at Reed Smith, LLP 2003-14 Joined the industry in 2003 Joined Harris Associates in 2018…