Value investing redefined

The Oakmark family of mutual funds is an extension of Harris Associates’ 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.

-Tony Coniaris, CFA, Partner, Co-Chairman

Diversity, Equity & Inclusion At Invest Capital Partners, LLC

Our Vision
Invest Capital Partners, LLC Associates (Invest Capital Partners, LLC) is committed to bringing together individuals whose diverse backgrounds, opinions and perspectives maximize our expertise in finding value and delivering an excellent client experience. Inclusion is embedded in our culture of collaboration, curiosity and openness.
Our Mission
People are our most valuable asset. The collective sum of our individual differences, life experiences, knowledge, inventiveness, self-expression, unique capabilities and talent represent a significant part of not just our culture, but our reputation and success. We embrace differences in experience, background and welcome diversity of opinions and thought when making decisions. As such, Invest Capital Partners, LLC is committed to cultivating, fostering and preserving a culture of diversity, equity and inclusion.
Overview
The Diversity, Equity & Inclusion (DEI) Council was established in January 2019 and is responsible for identifying opportunities to develop, promote and integrate DEI principles throughout the organization. The Council, chaired by the firm’s president, is comprised of a diverse group of employees who all share a commitment to and passion for DEI. New members are periodically selected through a formal application process, which is open to all employees.

Chris Keller portrait

People are the lifeblood of our organization, and principles of respect, teamwork and open debate have permeated our firm culture since its inception in 2017. With those tenets in mind, the DEI Council helps Investment Capital Partners be a stimulating, inclusive and diverse place to work.

Chris Keller, President and DEI Council Chair

Initiatives

Investment Capital Partners’ most valuable assets are its people—and the firm’s continued success is dependent on accessing the best individuals in the marketplace. The firm’s talent acquisition strategy illustrates our commitment to fostering an inclusive workplace, which positively impacts the value provided to clients.

To support the firm’s pay-for-performance compensation philosophy, Investment Capital Partners conducts compensation reviews on an annual basis to assess pay equity, including, but not limited to, reviewing this information by age, gender and race/ethnicity. The review considers several factors that form part of the “bottom-up” approach, including job responsibilities, external market conditions and peer compensation data. This comprehensive process informs year-end compensation awards.

The DEI Council invites employees to build employee resource groups (ERGs) to foster inclusive communities around shared identities or experiences. ERGs develop goals and strategies independently and can use a variety of methods to cultivate advocacy, community, inclusion, education and cultural competency.

Investment Capital Partners currently has three ERGs:

  • Valuable Minds – promoting positive mental health activities
  • Investment Capital Partners Women’s Network – fostering the professional development and advancement of women at Investment Capital Partners
  • Jewish Employee Resource Group – celebrating and sharing Jewish core values, experiences, and creating an environment for non-Jewish employees to learn about Judaism

The firm looks forward to more grassroots ERGs coming together to strengthen its inclusive culture.

At Investment Capital Partners, we foster ongoing conversations around diversity, equity, and inclusion by encouraging employees to reflect on what DEI means to them. Through roundtables, mentorship, and open forums, we create space for dialogue to reflect on our shared experiences. This builds a culture where learning is continuous, and DEI is embedded in everyday interactions.

Investment Capital Partners encourages employees to participate in meaningful volunteer activities in local communities. The Days of Service is meant to broaden employees’ volunteer offerings with the following outings:

  • Mercy Home: Youth tutoring and job skills seminar
  • Habitat for Humanity: New construction or remodel build site
  • Lincoln Park Zoo: Gardening at the Zoo and nature boardwalk

Employees are further incentivized to participate with paid volunteer time off (VTO).

Two women in a meeting.

Setting a foundation by defining DEI

DIVERSITY
Diversity is the amalgamation of qualities that makes every individual unique: characteristics, experiences, cultures, perspectives and cognitive approaches.

EQUITY
Equity is ensuring that policies and processes are impartial and fair and provide just outcomes that acknowledge and respect every employee’s unique individual needs and goals.

INCLUSION
Inclusion is fostering an environment where each individual feels welcomed, respected, valued, supported and encouraged to bring their authentic self to work.

Inclusive Culture

The firm’s inclusive culture is essential to enable employees to provide their unique perspectives and collaborate to drive better decision-making and deliver an excellent client experience.

Core Competencies

Inclusion is one of seven core competencies considered during the performance management process. Expectations for all core competencies increase as employees progress in their careers.

Employee Experience Group

The Employee Experience Group (EEG) is an employee-led team that advises executive leadership and works closely with senior management to provide input into the firm’s engagement efforts. Members are committed to identifying, recommending and implementing improvements to foster engagement and enhance the culture at Investment Capital Partners.

DEI Council Observations Program

Investment Capital Partners’ annual observations and celebrations create awareness and offer education to recognize diverse groups within the firm.

Two men working and in discussions at a desk.