We are value investors who seek out significantly underpriced companies with strong business fundamentals and proven, shareholder-oriented management teams.
We believe that purchasing businesses at a substantial discount to intrinsic value minimizes risk while providing substantial profit potential.
We view every stock purchase as if we were buying a piece of a business, not just a stock certificate. We look for managers who seek to maximize the long-term value of the business for its owners by running efficient operations, concentrating on cash flow and allocating capital wisely.
We are patient investors who believe that the price of a company's stock will rise over time to reflect its intrinsic value.
We build focused portfolios by keeping our list of approved securities fairly short. We believe the portfolios we create for our clients allow our best ideas to have a meaningful impact on investment performance.
Individuals and Families
Customized wealth management services and the Oakmark mutual funds
Consultants, foundations, endowments, pension funds and other institutional investors
Registered advisors, planners, broker-dealers and other financial professionals