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

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Michael Mullane, CFA

Client Portfolio Manager

  • B.S., University of East Anglia, U.K., 1992
  • M.B.A. Finance, University of Warwick, U.K., 2000
  • Head of Client Portfolio Management (non-U.S.) – Nuveen Equities & Fixed Income, 2021-23; Managing Director, Client Portfolio Manager at NWQ Investment Management LLC, 2016-22; Managing Director – Client Portfolio Manager & Investment Strategist at Tradewinds Global Investors, LLC, 2005-16; International Equity Analyst at Merrill Lynch, 2003-05; Investment Strategist at Commerzbank Securities, 2000-03; Assistant Portfolio Manager & Trader at Rothschild Asset Management, 1993-97
  • Joined the industry in 1993
  • Joined Harris Associates in 2024
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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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