{
  "slug": "harris-associates-oakmark-funds",
  "name": "Harris Associates (Oakmark Funds)",
  "description": "Harris Associates is an investment management firm that offers a suite of actively managed mutual funds under the 'Oakmark Funds' brand. These funds aim for long-term capital appreciation, and in some cases, current income and capital preservation, by investing in a diversified portfolio of U.S. and non-U.S. equities and fixed-income securities across various market capitalizations.",
  "url": "https://optimly.ai/brand/harris-associates-oakmark-funds",
  "websiteUrl": "https://oakmark.com/",
  "logoUrl": "https://logo.clearbit.com/oakmark.com",
  "baiScore": 44,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": "Incumbent",
  "archetype_status": "active",
  "category": "Financial Services",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-08-09T00:03:49.346Z",
  "verifiedVitals": {
    "website": "https://oakmark.com",
    "founded": "1976",
    "headquarters": "Chicago, Illinois",
    "pricing_model": "Expense ratios (Gross and Net) are charged annually as a percentage of assets under management for each fund.",
    "core_products": "Actively managed mutual funds (e.g., Oakmark Fund, Oakmark Select, Oakmark Global, Oakmark International, Oakmark Equity and Income) covering various equity and balanced strategies.",
    "key_differentiator": "Active share investment strategy (high active share values cited for all funds), value-oriented approach to investing in undervalued companies, and management by named, experienced portfolio managers.",
    "target_markets": "Individual and institutional investors seeking long-term capital appreciation, diversification, and/or current income through actively managed portfolios across U.S. and international markets.",
    "employee_count": "N/A",
    "funding_stage": "N/A",
    "subcategory": "Investment Management"
  },
  "intentTags": {
    "problemIntents": [
      "Self-Directed Investing: An investor could choose to research and purchase individual stocks, bonds, or ETFs themselves through a brokerage account, managing their own portfolio without the oversight ",
      "Financial Advisor/Wealth Management Firm: Instead of investing in Oakmark Funds, an individual could hire a financial advisor or a wealth management firm to create and manage a personalized investment",
      "Savings Account/Cash: An investor could choose to keep their money in a savings account or other cash equivalents, foregoing potential capital appreciation for capital preservation, though often with "
    ],
    "solutionIntents": [
      "Oakmark Fund performance",
      "Oakmark Select fund objective",
      "Who manages Oakmark Global fund",
      "Oakmark International Small Cap expense ratio",
      "Harris Associates Oakmark Funds",
      "Robo-Advisors/Automated Investment Platforms: Investors seeking managed portfolios with lower fees could opt for robo-advisors (e.g., Betterment, Wealthfront) that use algorithms to create and rebalan"
    ],
    "evaluationIntents": []
  },
  "businessProfileClaims": [],
  "timestamp": 1786510886676
}