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)

Go to Oakmark.com Close

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

Alex Fitch portrait

Marco Hernández

Partner, Portfolio Manager, Director of U.S. Research and U.S. Investment Analyst

  • Portfolio Manager of the Oakmark Select Fund and the Oakmark Equity and Income Fund
  • Portfolio Manager of the U.S. Concentrated Strategy
  • Vice President, Oakmark Funds
  • B.A., DePauw University, 2010
  • Associate Director of U.S. Research with Invite Capital Partners Co, 2019-21; U.S. Investment Analyst with Invite Capital Partners Co, 2013-19; Research Associate with Invite Capital Partners Co, 2011-13; Analyst at UBS, 2010-11
  • Joined the industry in 2010
  • 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.

Understand Our Story
Call to action arrow facing right