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

John A. Sitarz, CFA, CPA

Partner, Portfolio Manager and U.S. Investment Analyst

Portfolio Manager of the Oakmark Global Fund and the Oakmark Global Select Fund
Portfolio Manager of the Global, Global All Cap and Global Concentrated Strategies
Vice President, Oakmark Funds
B.S., University of Denver, 2012
Research Associate with Harris Associates, 2015-17; Research Assistant with Harris Associates, 2013-15; Audit Senior Assistant at Deloitte & Touche, 2012-13
Joined the industry in 2012
Joined Harris Associates in 2013

News + Insights

News

Tony Coniaris and John Sitarz on “Business Breakdowns” (12.06.23)

December 6, 2023

Portfolio Managers Tony Coniaris and John Sitarz do a deep dive on the cable industry and share why they see value in a communication...

Tony Coniaris, CFA | John Sitarz, CFA, CPA

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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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