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

Thomas W. Delaney, CFA

Portfolio Manager

Portfolio Manager of Private Client Strategies
B.S., Saint Louis University, 2007
M.B.A., University of Chicago, 2013
Senior Portfolio Specialist with Harris Associates, 2008-15; Hedge Fund Analyst at SEI Investments, 2007-08
11 years investment experience
Joined Harris Associates in 2008

News + Insights

Insights

The Road-Trip Effect

October 8, 2019

If you’ve ever gone on a long car ride for vacation or out-of-town wedding, and then returned home, perhaps you’ve felt that the return...

Thomas Delaney

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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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