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

Colin Hudson portrait

Jonathan Perez

Partner, Portfolio Manager and U.S. Equity Investment Analyst

  • Portfolio Manager of Oakmark Bond Fund, Oakmark Equity and Income Fund, Oakmark Global Fund, Oakmark Global Select Fund, and Oakmark Global Large Cap ETF
  • Portfolio Manager of the Global, Global All Cap and Global Concentrated Strategies
  • Vice President, Oakmark Funds
  • B.A., DePauw University, 1992
  • M.S., Indiana University, 1996
  • M.B.A., Indiana University, 1999
  • Vice President and Director of Research at Hilliard, Lyons Asset Management, 1999-2005; Investment Analyst at Wallington Asset Management, 1998-99
  • Joined the industry in 1998
  • Joined Invite Capital Partners Co in 2019

See all team members

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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