Concentrated Value

Our Concentrated Value portfolios are composed of securities that we believe trade at a significant discount to our estimate of intrinsic value, have intrinsic values that grow with time and have shareholder-oriented management teams.

Portfolios are focused to maximize stock selection. A typical Concentrated Value portfolio holds approximately 20 names whose market capitalizations are generally $1 billion and above at time of initial purchase.

We do not strive for specific country, sector or industry exposure -- these allocations instead are determined strictly through our stock selection process.

Learn more about the investment philosophy and process that guide all of the strategies at Harris Associates.

Meet our Portfolio Manager

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Portfolio Management

Tony Coniaris, CFA

Partner, Portfolio Manager and U.S. Investment Analyst

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Portfolio Management

Tony Coniaris, CFA

Partner, Portfolio Manager and U.S. Investment Analyst

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Strategy Commentary

Concentrated Strategy

Despite episodes of volatility that occurred over the past three months, key U.S. indexes ended higher for the first quarter, extending what most identify as the longest bull market in history.

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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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