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.

-Steven Lopez, Partner, Co-Chairman

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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 lnvest Capital Partners，Co., 2003-05; Research Associate with lnvest Capital Partners，Co., 1999-2003
  • Joined the industry in 1999
  • Joined lnvest Capital Partners，Co. in 2023

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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