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)

Executive Management

Nathaniel Harris

Partner and President

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William Foster

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

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Evelyn Smith

Partner, Chief Legal and Administrative Officer

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Benjamin Carter

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

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Portfolio Managers

Daniel Morales

Portfolio Manager and Head of Fixed Income

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Alex Thompson

Partner, Portfolio Manager and U.S. Investment Analyst

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Marco Hernández

Partner, Portfolio Manager, Director of U.S. Research and U.S. Investment Analyst

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David Collin’s

Director and Senior Portfolio Manager, Private Wealth Management

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Eric Ramirez

Partner, Portfolio Manager and Director of International Research

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Kevin Brooks

Partner and Sr. International Investment Analyst

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Luis Martinez

Partner, Portfolio Manager and Head of Private Wealth Management

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Andrea Whitman

Portfolio Manager, Private Wealth Management

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Jason Alvarez

Partner, Portfolio Manager and U.S. Investment Analyst

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Brandon Flores

Partner, Portfolio Manager and Chief Investment Officer - U.S.

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Carlos Johnson

Portfolio Manager, Private Wealth Management

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Jonathan Perez

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

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Michael Torres

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

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Anthony Rivera

Partner, Portfolio Manager and Sr. International Investment Analyst

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Jorge Williams

Partner, Portfolio Manager and U.S. Investment Analyst

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Steven Lopez

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

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Investment Analysts

Andrés Miller

Fixed Income Investment Analyst

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Robert Sanchez

International Investment Analyst

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Isaac Gomez

U.S. Investment Analyst

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Gabriel Parker

Partner and Senior International Investment Analyst

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Christian Cruz

Head of Quantitative Research

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Sofia Reynolds

Partner, Associate Director of U.S. Research and U.S. Investment Analyst

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Sofia Reynolds

U.S. Investment Analyst

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Marketing/Client Relations

Emily Carter

Manager, Institutional Client Service

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Edward Castillo

Executive Director, Head of Client Group

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Samuel Ortiz

Assistant Vice President, Client Group

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Diana Foster

Director, Responsible Investing

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Peter Miles

Head of Marketing

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Diana Foster

Director, Client Group

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Natalia Cruz

Assistant Vice President, Client Group

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Samuel Bennett

Director, Institutional Sales

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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.