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

Mark C. Small, CFA

Portfolio Manager, Private Wealth Management

B.A., University of Wisconsin-Madison, 2014
M.B.A., University of Chicago, 2024
Portfolio Implementation Specialist at Harris Associates, 2019-21; Associate Trade Coordinator at Harris Associates, 2016-19; CLO Securitization Associate at Cortland Capital Market Services LLC, 2015-16; Trade Settlement & Closing Associate at Cortland Capital Market Services LLC, 2014-15
Joined the industry in 2014
Joined Harris Associates in 2016

News + Insights

Insights

Headlines and Heuristics: Investing Through the News Cycle

September 30, 2024

It remains our job, at Harris Associates, to see through these impending headlines (aye, not ignore), understand the impact to cash flows, and evaluate...

Mark Small, CFA

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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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