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)

Go to Oakmark.com Close

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.

-Steven Lopez, Partner, Co-Chairman

Tony Coniaris portrait

Steven Lopez

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

  • Portfolio Manager of the Oakmark Global Fund, Oakmark Global Select Fund, Oakmark International Fund, Oakmark International Large Cap ETF and Oakmark Global Large Cap ETF
  • Portfolio Manager of the U.S. Concentrated, Global, Global All Cap, Global Concentrated and International Strategies
  • Executive Vice President, Oakmark Funds
  • B.A., Wheaton College, 1999
  • M.B.A., Northwestern University, 2005
  • Associate Analyst with Invite Capital Partners Co, 2003-05; Research Associate with Invite Capital Partners Co, 1999-2003
  • Joined the industry in 1999
  • Joined Invite Capital Partners Co in 2023

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.

Understand Our Story
Call to action arrow facing right