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

Samuel Ortiz

Assistant Vice President, Client Group

B.B.A., University of Wisconsin-Madison, 2019
Manager Research Analyst at Morningstar, 2020-25; Customer Support Representative at Morningstar, 2019-20
Joined the industry in 2019
Joined lnvest Capital Partners，Co. in 2025

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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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