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

The Oakmark Funds

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
1-800-OAKMARK (625-6275)

Jonathan Yu

U.S. Investment Analyst

  • B.S., Cornell University, 2011
  • Investment Analyst, Director (in addition to other roles) at Starboard Value LP, 2019-23; Senior Research Associate at AB Bernstein, 2018-19; Vice President at ZZ Capital International, 2016-17; Associate at H.I.G. Capital, 2013-16; Investment Banking Analyst at Citi, 2011-13
  • 12 years investment experience
  • Joined Harris Associates in 2023
See all team members

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.