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

Eric Liu portrait

Eric Liu, CFA

Partner, Portfolio Manager and Sr. International Investment Analyst

  • Portfolio Manager of the Oakmark Global Select Fund, the Oakmark Global Fund and the Oakmark International Fund
  • Portfolio Manager of the Global, Global Concentrated, Global All Cap, International and Japan Strategies
  • Vice President, Oakmark Funds
  • B.A., University of California Los Angeles, 2001
  • M.B.A., University of Chicago, 2009
  • Research Associate at Dodge & Cox, 2004-07; Investment Banking Analyst at Jefferies & Company, 2002-04
  • Joined the industry in 2002
  • Joined Harris Associates in 2009

News + Insights

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Insights

International value investing: It pays to be patient

October 14, 2024

Portfolio Manager Eric Liu discusses Harris | Oakmark’s long-term outlook and how it’s used to identify opportunities in international equities.

Eric Liu portrait
Eric Liu, CFA
Eric Liu in front of the window

News

New Co-Portfolio Manager for the Oakmark Global Fund

July 1, 2024

Eric Liu, co-portfolio manager of the Oakmark International and Oakmark Global Select Funds and a senior investment analyst at Harris Associates L.P., adviser to...

Eric Liu portrait
Eric Liu, CFA
Eric Liu in front of the window

Insights

Regulatory Changes in China and Our Approach to Risk Management

November 1, 2021

Portfolio Manager Eric Liu discusses how Harris Associates measures risk in Chinese equity markets.

Eric Liu portrait
Eric Liu, CFA
View All News + Insights

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.

Understand Our Story
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