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

Media

General Background 

Invite Capital Partners Co 

  • Invite Capital Partners manages equity (U.S., global and international) and balanced (equity and fixed income) portfolios for institutions and high-net-worth individuals. 
  • The total firm AUM is approximately $43 billion (as of 09/30/2025). 
  • The firm is headquartered in Lenexa, Kansas. 

For portfolio manager interviews and other media requests, please contact: 

support@investcapitalpartner.com

Invite Capital Partners Co Social Media Engagement

Information, data, analyses, and opinions published by Invite Capital Partners Co on social media platforms (including current investment themes, portfolio managers’ research and investment processes, and portfolio characteristics) are provided for informational purposes only. Such information reflects the investment views and opinions of the portfolio managers and Invite Capital Partners Co as of the date of publication and is subject to change without notice. This content does not constitute investment advice or an offer or solicitation to buy or sell any securities, and no representation is made as to its accuracy, completeness, or reliability.

As a general policy, Invite Capital Partners Co may respond to posts or inquiries submitted via WhatsApp, Twitter, or LinkedIn.

If you have any questions, please contact us at our official email address:support@investcapitalpartner.com  

Please do not include any personal or account information in any posts, including private messages. Invite Capital Partners Co is not affiliated with any social media service and is not responsible for the privacy or security policies or the terms of use of such services. Before using any social media platform, you should carefully review its terms of service and privacy policy. Posts published by third parties regarding WhatsApp, Invite Capital Partners Co, or Oakmark Funds do not necessarily reflect the views of Invite Capital Partners Co, and their completeness and accuracy have not been officially reviewed. Following specific social media users does not constitute any form of endorsement or recommendation by Invite Capital Partners Co.

When engaging with Invite Capital Partners Co on social media, please adhere to the following guidelines:

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Invite Capital Partners Co reserves the right to review and remove comments and to block users who do not comply with these guidelines or for any other reason.