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)

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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

Private Wealth Management

Ours is not an off-the-shelf approach

At Harris Associates, ensuring you receive the right solution for your current and long-term investment objectives is our ultimate goal. When you choose to work with us, we do more than focus on building your wealth. Your dedicated portfolio manager and service team also collaborate with you to build and sustain an ongoing relationship you and your family can rely on for years to come.

At Harris Associates, each of our clients has unique goals and needs. With the help of our deep and experienced research team, we seek to find attractive, long-term investment opportunities using our consistent value investment philosophy and process to create tailored portfolios for our clients.
—Mike Mangan, CFA, Portfolio Manager

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. 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 into the heart of everything we do.

Wealth Planning

Our wealth planning team will proactively work with you to define your lifestyle and retirement goals, understand your options, and develop and implement an ongoing personalized plan.

Strategies, products and services as individual as you are

Strategies

Private Client

The Private Wealth Management team offers 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.

Investment Advisory Team during a meeting

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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.

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.

Private Wealth Management

Ours is not an off-the-shelf approach

What we do

Personalized Approach

Value-Driven Promise

Wealth Planning

Strategies, products and services as individual as you are

Strategies

Private Client

Vehicles

Separate Accounts

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Oakmark Funds

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