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

Andrew M. Gluck, CFA

Director and Portfolio Manager

Portfolio Manager of Private Client Strategies
B.A., University of California-Santa Barbara, 1995
M.B.A., DePaul University, 2001
M.S., Northwestern University, 2018
Managing Director at GCG Financial, 2014-16; Founder, Pandion Capital LLC, 2010-14; Portfolio Manager at Harris Associates L.P., 2000-10; Analyst and Portfolio Manager at Shoreline Micro-Cap Fund, 1997-2000; Bond Trader at D.E. Trading, 1996-98
23 years investment experience
Joined Harris Associates in 2016

News + Insights

Insights

Reflection

December 31, 2019

As 2019 comes to a close, we are thankful that the stock market has treated us more kindly than it did in 2018.

Andrew M. Gluck

An image of a basketball on a wood floor

Insights

‘Simple’ Doesn’t Mean ‘Easy’

June 30, 2019

We now live in a day where data-driven models have become ubiquitous.

Andrew M. Gluck

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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 for 2020. As long-term investors, we don’t think it matters.

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