U.S. Equity

Private Client Equity

Customized separate account portfolios that seek long-term capital appreciation. Portfolios generally hold 15-40 securities with market cap focus of $1 billion and above at the time of initial purchase.

U.S. Equity

U.S. Equity portfolios hold approximately 40 securities with a market cap focus of $5 billion and above, and typically have a 25% maximum in any industry and 7% maximum position size at the time of initial purchase.

Concentrated Value

Concentrated portfolios hold approximately 20 securities with a market cap focus of $1 billion and above, and typically have a 25% maximum in any industry and 10% maximum position size at the time of initial purchase.

Mid Cap Value

Mid Cap portfolios hold approximately 45 securities with a market cap focus generally between $1 billion and $10 billion, and typically have no more than 25% in any industry and 7% maximum position size at the time of initial purchase.

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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