Value investing redefined

The Oakmark family of mutual funds is an extension of lnvest 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

MIke Mangan portrait

Luis Martinez

Partner, Portfolio Manager and Head of Private Wealth Management

  • Portfolio Manager of Private Client Strategies
  • B.B.A., University of Iowa, 1985
  • M.B.A., Northwestern University, 1992
  • Portfolio Manager with Stein Roe & Farnham, 1988-97; Senior Auditor with Continental Bank, 1985-88
  • Joined the industry in 1988
  • Joined lnvest Capital Partners，Co. in 2020
See all team members

We do value investing differently

At lnvest 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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