Financial Strategies | Custom Value Investing

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

Strategies

Investment management options

Private Client

The Private Wealth Management team offers an equity-focused strategy and a balanced option. These separate account portfolios are built for use when capital preservation and long-term growth are a portfolio’s primary objectives.

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U.S. Large Value

U.S. Large Value portfolios hold approximately 50-60 securities with a market cap focus of $10 billion and above at the time of purchase.

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U.S. Concentrated

As a best-ideas strategy, U.S. Concentrated portfolios are structured to maximize the impact of our stock selection and are typically limited to 20 holdings.

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Global

Global portfolios are made up of 30 to 60 large-cap equity securities from our approved list of U.S. and international stocks.

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Global All Cap

Global All Cap portfolios generally hold 30 to 60 securities with a market cap focus of $1 billion and are selected from our approved list of U.S. and international stocks.

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Global Concentrated

Global Concentrated portfolios hold a focused selection of large-cap U.S. and international equities, with portfolios limited to approximately 20 securities.

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International

Our International portfolios are made up of 45 to 65 large-cap equity securities from our approved list of international stocks.

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International Small Cap

International Small Cap portfolios are composed of 40 to 70 attractive small-cap companies from our approved list of international stocks.

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Japan Equity

With an allocation to the most attractive 15 to 30 mid- to large-cap companies on our approved list of Japanese stocks, Japan Equity portfolios provide a concentrated country focus.

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Meet your team

Our greatest value to you is found in the people who deliver our services. Whether they are involved in security analysis, allocation or meeting your account’s needs, each is dedicated to ensuring our relationship delivers the expertise you seek.

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Value investing redefined

Strategies + Vehicles

Value investing customizable to your needs

Strategies

Investment management options

Private Client

U.S. Large Value

U.S. Concentrated

Global

Global All Cap

Global Concentrated

International

International Small Cap

Japan Equity

Meet your team