Focused Research

Intensive research is the foundation of our concentrated portfolios.

Our analysts generate investment ideas from a variety of sources while relying little on the research produced by Wall Street. As market generalists, they search for value without regard to industry, sector or geography. We believe this unconstrained structure broadens their perspective and allows them to assess relative values among companies in different businesses.

From the universe of investible securities, we apply quantitative screens to find securities that meet our basic criteria. When a promising company is identified, an analyst subjects it to intensive research that goes far beyond just the numbers. This process includes examining its business model in close detail, meeting with company management, and interviewing clients, vendors and competitors.

If a company passes this initial examination, its merits are weighed by a team of investment professionals at Harris Associates. Acceptance at this stage allows the company to be added to our approved list, which are the only stocks eligible for our selective portfolios.

Products

Separate Accounts

Custom-managed accounts for individuals, families, foundations, endowments, pension plans and mutual funds

Commingled Vehicles

Investments available only to accredited investors as defined by the Securities Act of 1933 or ERISA-qualified retirement plans and certain other government plans

Sub-advisory Services

Customized portfolio management with simplified administration for financial advisors

The Oakmark Funds

A value-oriented mutual fund family offering U.S., balanced, global and international funds

Contact Us to Learn More

For questions please contact us or call 312-646-3600

Before investing in any Oakmark Fund, you should carefully consider the Fund's investment objectives, risks, management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. For more information, please call 1-800-OAKMARK (625-6275). Harris Associates Securities L.P., Distributor.

Past performance is no guarantee of future results.

This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.

 

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