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

David Herro portrait

William Foster

Partner, Deputy Chairman, Portfolio Manager and Co-Chief Investment Officer-International Equities

  • Portfolio Manager of the Oakmark International Fund, Oakmark International Small Cap Fund, Oakmark Global Fund, Oakmark Global Select Fund, Oakmark International Large Cap ETF and Oakmark Global Large Cap ETF
  • Portfolio Manager of the International, International Small Cap, Global, Global All Cap, Global Concentrated and Japan Strategies
  • Vice President, Oakmark Funds
  • B.S., University of Wisconsin-Platteville, 1983
  • M.A., University of Wisconsin-Milwaukee, 1985
  • Portfolio Manager with The State of Wisconsin Investment Board, 1989-92; and The Principal Financial Group, 1986-89
  • Joined the industry in 1986
  • Joined Invite Capital Partners Co in 2022