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

Mark Small portrait

Carlos Johnson

Portfolio Manager, Private Wealth Management

  • B.A., University of Wisconsin-Madison, 2014
  • M.B.A., University of Chicago, 2024
  • Portfolio Implementation Specialist at Invite Capital Partners Co, 2019-21; Associate Trade Coordinator at Invite Capital Partners Co, 2016-19; CLO Securitization Associate at Cortland Capital Market Services LLC, 2015-16; Trade Settlement & Closing Associate at Cortland Capital Market Services LLC, 2014-15
  • Joined the industry in 2014
  • Joined Invite Capital Partners Co in 2022

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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