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

Jason E. Long, CFA

Partner, Portfolio Manager and Sr. International Investment Analyst

Portfolio Manager of the Oakmark Global Fund
Portfolio Manager of the Global All Cap Strategy
Vice President, Oakmark Funds
B.A., San Diego State University, 1999
Senior Research Analyst at Security Global Investors, 2010-11; Partner at Carmel Capital Partners, 2006-09; International Investment Analyst with Harris Associates, 2004-06; Senior Research Associate at Brandes Investment Partners, 1999-2004
23 years investment industry experience
Joined Harris Associates in 2011

News + Insights

Insights

The Case for European Financials

March 24, 2020

The international team portfolio managers reflect on why we believe the Oakmark International Fund is positioned in strong banks in the European financials sector...

David Herro | Jason Long | Justin Hance

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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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