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)

Informed Investing

Insights

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Insights

Rethinking the S&P 500: Why value stocks deserve a closer look

December 4, 2025

The S&P 500 isn’t the same index it used to be. Our latest thought piece explains why adding value exposure can potentially help reduce...

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Insights

U.S. equities: Could the Russell 1000 Value be a less risky diversifier?

October 15, 2025

Today’s S&P 500 is increasingly concentrated. Robert Bierig highlights how the Russell 1000 Value offers diversification—and why value stocks may be a compelling option...

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Insights

All Roads Lead to Rome

September 30, 2025

For quite some time, our client conversations, as well as our quarterly letters, have thoroughly discussed the composition and valuation of the S&P 500....

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