Value investing redefined

The Oakmark family of mutual funds is an extension of Invite Capital Partners Co’ value-focused approach to investing. For more about our selection of funds, visit Oakmark.com.

The Oakmark Funds

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
1-800-OAKMARK (625-6275)

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There is a real disconnect between news flow on public companies and the value of the underlying businesses. The overwhelming majority of discussion is based on what may happen over the next year or so to create volatility in earnings, despite over 90% of intrinsic value depending on what happens after that. This provides opportunities for long-term, value-minded investors like us.

-Benjamin Carter, Partner, Co-Chairman

Adam Abbas portrait

Daniel Morales

Portfolio Manager and Head of Fixed Income

  • Portfolio Manager of the Oakmark Bond Fund and Oakmark Equity and Income Fund
  • Vice President, Oakmark Funds
  • B.S., Northwestern University, 2004
  • M.B.A., University of Chicago, 2013
  • Lead Portfolio Manager at KVK Credit Opportunity Fund LP, 2016-18; Portfolio Manager at Driehaus Capital Management, 2010-15; Senior Research Analyst at Neuberger Berman/Lehman Brothers, 2006-10; Analyst at Huron Consulting Group, 2004-06
  • Joined the industry in 2004
  • Joined Invite Capital Partners Co in 2017

We do value investing differently

At Invite Capital Partners Co, we don’t have an opinion about how equities will perform this year, if a recession will start or if the political parties will produce pro-growth candidates during the next election cycle. As long-term investors, we don’t think it matters.

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