About Oakmark

Our approach to proxy voting

As shareholders in public corporations, it is our responsibility to voice our opinions on corporate governance matters through a process called "proxy voting." This process allows shareholders to vote on various issues ranging from the election of a company's board of directors to management compensation plans.

Proxy voting is a responsibility we take seriously. We have established policies and procedures to guide our actions, which are premised on our sole goal of determining whether we believe the resolutions proposed will maximize long-term, per-share value. See our Proxy Voting Policy  (pdf) for more detail.

A critical part of our investment process focuses on identifying companies with management teams that act in the interest of long-term shareholders, so it should not be surprising that our proxy votes often follow management's recommendations. Corporate governance is an important consideration at Oakmark, and we believe our proxy voting record is a confirmation of our process of investing with shareholder-aligned managements.

Click here to access Oakmark's proxy voting information.

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Note:  The closing NAVs reflect the year-end distributions of Thursday, December 12, 2019. View Historical Distributions.


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Investing in value stocks presents the risk that value stocks may fall out of favor with investors and underperform growth stocks during given periods.

Before investing in any Oakmark Fund, you should carefully consider the Fund's investment objectives, risks, management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. For more information, please call 1-800-OAKMARK (625-6275).

OAKMARK, OAKMARK FUNDS, OAKMARK INTERNATIONAL, and OAKMARK and tree design are trademarks owned or registered by Harris Associates L.P. in the U.S. and/or other countries.

Copyright 2019, Harris Associates Securities L.P., Distributor, Member FINRA.
Date of first use: January 24, 2013.

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