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, CFA

Partner, Portfolio Manager and Sr. International Investment Analyst

Portfolio Manager of the Oakmark Global Select Fund and the Oakmark International Fund
Portfolio Manager of the Global, Global Concentrated, 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
21 years investment experience
Joined Harris Associates in 2009

News + Insights

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

Justin Hance- Portfolio Manager- working at his desk

Insights

The Weekly Meeting

September 19, 2019

Portfolio Managers Justin Hance and Eric Liu share why the weekly research team meeting helps to fully vet new investment ideas. The discussion of...

Justin Hance | Eric Liu

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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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