The Oakmark Funds are advised by Harris Associates L.P. an autonomous subsidiary of Natixis Investment Managers, L.P.

Learn more about the principles and philosophy behind our funds at HarrisAssoc.com.

Harris Associates

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
312-646-3600

Media

General Background 

The Oakmark Funds 

  • The Oakmark family of mutual funds was created in 1991. 
  • Harris Associates L.P., located in Chicago, has been the adviser to the Oakmark Funds since their inception. 
  • The Funds’ AUM is approximately $44 billion (as of 03/31/2020). 
  • The firm is headquartered in Chicago. 

For more information about the Oakmark Funds, to request an interview or if you have any other media requests, please contact: 

Anne O’Reilly 
Investor Communications Specialist 
312-646-3399 
aoreilly@harrisassoc.com

Oakmark at a Glance 

The Oakmark Funds, their respective inception dates and assets under management as of the latest quarter end:

FundInception (Investor Class)AUM
Oakmark Fund08/05/1991$10.2 billion
Oakmark Select Fund11/01/1996$3.3 billion
Oakmark Equity and Income Fund11/01/1995$8.2 billion
Oakmark Global Fund08/04/1999$1.1 billion
Oakmark Global Select Fund10/02/2006$1.3 billion
Oakmark International Fund09/30/1992$19.3 billion
Oakmark International Small Cap Fund11/01/1995$0.9 billion
Total Oakmark AUM (03/31/2020) $44.0 billion

Harris Associates and the Oakmark Funds on Social Media 

The information, data, analyses and opinions Harris Associates or the Oakmark Funds post to social media platforms (including current investment themes, the portfolio managers’ research and investment process, and portfolio characteristics) are for informational purposes only and represent the investments and views of the portfolio managers, Harris Associates and the Oakmark Funds as of the date written and are subject to change without notice. This content is not a recommendation of or an offer to buy or sell a security and is not warranted to be correct, complete or accurate. 

As a general policy, Harris Associates and the Oakmark Funds will not respond to posts or inquiries made through Twitter or LinkedIn. 

Please direct all inquiries to the following: 

Harris Associates  1-312-646-3600 
contact@harrisassoc.com 

Oakmark Funds  1-800-OAKMARK (625-6275) or 617-483-8327 
https://oakmark.com/contact-us/ 

When you post information on a social media platform, that information will be available within the public domain. To protect your privacy and that of others, do not include personal or account information in any of your posts, including direct messages. Harris Associates and the Oakmark Funds are not affiliated with any social media service and are not responsible for its privacy or security policies or its terms of use. Use of all third-party sites and materials is at your own risk. You should read each social media platform’s terms of service and privacy policy before engaging in its use. Third-party posts about or related to Harris Associates or the Oakmark Funds do not reflect the views of Harris Associates or the Oakmark Funds. Such third-party posts are the responsibility of the user and have not been reviewed for completeness or accuracy. The decision to follow a particular user on social media does not imply an endorsement or recommendation of any kind from Harris Associates or the Oakmark Funds. 

Please adhere to the following guidelines when interacting with Harris Associates and the Oakmark Funds via social media: 

  • Do not post offensive or inappropriate material. 
  • Do not post advertisements. 
  • Do not repeat the same comment. 
  • Do not post a testimonial. 
  • Do not provide investment advice. 

Harris Associates reserves the right to remove and moderate comments and to block users who do not follow these guidelines or for any other reason.