Harris Associates L.P., based in Chicago, is the investment adviser to The Oakmark Funds and manages domestic equity, international equity, and balanced portfolios. The Oakmark Funds are comprised of businesses priced at significant discounts to their underlying value with significant profit potential and run by managers who think and act as owners. Portfolio managers frame the investment process as owning a piece of a business for the long term and believe in the importance of intensive, fundamental research. Experienced investment analysts evaluate each company on the basis of its fundamental characteristics. Oakmark’s research process is based on a disciplined quantitative and qualitative screening process.
Natixis Distribution, L.P. is a marketing agent for the Oakmark Funds, a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.