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

Alex Fitch, CFA

Partner, Portfolio Manager, Director of U.S. Research and U.S. Investment Analyst

Portfolio Manager of the Oakmark Select Fund and the Oakmark Equity and Income Fund
Portfolio Manager of the U.S. Concentrated Strategy
Vice President, Oakmark Funds
B.A., DePauw University, 2010
Associate Director of U.S. Research with 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

News + Insights

Insights

The Importance of the Long Term for the ESG-Conscious Investor

April 1, 2022

Director of U.S. Research Alex Fitch writes about why the role of the ESG-conscious investor should be to balance trade-offs and make decisions that...

Alex Fitch, CFA

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We do value investing differently

At Harris Associates, we don’t have an opinion about how equities will perform this year, if a recession will start or if the political parties will produce pro-growth candidates during the next election cycle. As long-term investors, we don’t think it matters.

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