OAKMARK - Key Persons
Job Titles:
- Portfolio Manager
- Manager of the Oakmark Bond Fund
- News
- Portfolio Manager and Co - Head of Fixed Income
Adam Abbas has been a manager of the Oakmark Bond Fund and Oakmark Equity and Income Fund since 2020. He is also a vice president of the Oakmark Funds.
He started at Harris Associates in 2018 after working as a lead portfolio manager at KVK Credit Opportunity Fund LP. Prior to that, he was a portfolio manager at Driehaus Capital Management, a senior research analyst at Neuberger Berman/Lehman Brothers and an analyst at Huron Consulting Group.
Mr. Abbas earned a B.S. degree from Northwestern University (2004) and an M.B.A. from the University of Chicago (2013).
Portfolio Manager Adam Abbas talks about the current market environment and why bonds have a solid place for diversification in a portfolio during a...
Portfolio Manager Adam Abbas talked about opportunities in the credit market during an interview with InvestmentNews in the Nasdaq.
Job Titles:
- Partner
- Portfolio Manager
- Manager for the Oakmark Select Fund
- Staying the Course: Value Investing in an Evolving World
Alex Fitch has been a manager for the Oakmark Select Fund and the Oakmark Equity and Income Fund since 2022. He is also the director of U.S. research and an investment analyst at Harris Associates as well as a vice president of the Oamark Funds.
He started at Harris Associates in 2011 as a research associate. Prior to that, he was an analyst at UBS.
Mr. Fitch earned a B.A. in economics and mathematics from DePauw University (2010).
Ms. Maki has served on the Board since 1995. She has a BS in Accounting from Illinois State University and a MS in Taxation from DePaul University. Ms. Maki is also a Certified Public Accountant. Prior to her retirement in 2022, Ms. Maki was a senior executive in finance at RR Donnelley & Sons Company.
Job Titles:
- Partner
- President
- Partner and President / President of Harris Associates / Vice President, Oakmark Funds
Job Titles:
- Partner
- Portfolio Manager
- Manager of the Oakmark Equity
- News
Portfolio Manager Clyde McGregor commemorates the 20th anniversary of Oakmark Global by reflecting on the Fund's history from inception onward.
Clyde McGregor has been a manager of the Oakmark Equity and Income Fund since 1995 and the Oakmark Global Fund since 2003. He joined Harris Associates in 1981 and is also a vice president of the Oakmark Funds.
In 2011, Mr. McGregor became the first recipient of the Lipper Award for Fund Excellence, presented to investment managers for achievements over their career.
He holds an M.B.A. in finance from the University of Wisconsin (1977) and a B.A. in economics and religion from Oberlin College (1974).
Job Titles:
- Manager
- Member of the View Our Team
- Portfolio Manager
- Partner and CIO - International Equities
David Herro has been a manager of the Oakmark International Fund since 1992, the Oakmark International Small Cap Fund since 1995, the Oakmark Global Select Fund since 2006 and the Oakmark Global Fund since 2016. He is also the chief investment officer for international equities at Harris Associates, which he joined in 1992, and a vice president of the Oakmark Funds.
His career honors include being named Morningstar's International Stock Fund Manager of the Year in 2006, International Stock Fund Manager of the Decade for 2000-09 and International Stock Fund Manager of the Year in 2016.
Mr. Herro has an M.A. in economics from the University of Wisconsin-Milwaukee (1985) and a B.S. in business/economics from the University of Wisconsin-Platteville (1983).
Portfolio Manager David Herro shared where he's finding opportunity in European companies priced at low valuations during a CNBC "Squawk on the Street" interview....
Portfolio Manager David Herro appeared on CNBC's "Closing Bell" to share why financials is an undervalued sector.
Portfolio Manager David Herro discussed the firm's long-term investment outlook and why the dispersion between growth and value yields opportunity today on CNBC's "Squawk...
Job Titles:
- Member of the View Our Team
- Partner
- Portfolio Manager
- Appointed Co - Portfolio Manager
- Co - Portfolio Manager
- Manager of the Oakmark Global Select Fund
- Senior Investment Analyst
Eric Liu has been a manager of the Oakmark Global Select Fund since 2016 and the Oakmark International Fund since 2023. He is also an investment analyst on the international research team and a vice president of the Oakmark Funds.
He joined Harris Associates in 2009 after serving as a research associate at Dodge & Cox and an investment banking analyst at Jefferies & Company.
Mr. Liu earned a B.A. degree in economics and philosophy from the University of California Los Angeles (2001) and an M.B.A. from the University of Chicago (2009).
Eric Liu, co-portfolio manager of the Oakmark Global Select Fund and a senior investment analyst at Harris Associates, has been appointed co-portfolio manager of...
Portfolio Managers Justin Hance and Eric Liu share why the weekly research team meeting helps to fully vet new investment ideas.
Job Titles:
- Assistant Controller
- Assistant Controller / Vice President, Oakmark Funds
Mr. Hurley has served on the Board since 2018. He has a BS in Finance from Providence College. Mr. Hurley has over 31 years of investment management and capital markets experience, and prior to his retirement in 2017, he served in several senior executive management roles for BlackRock, Inc. Mr. Hurley is also a National Association of Corporate Directors ("NACD") Governance Fellow and is NACD Directorship CertifiedTM. Mr. Hurley also serves as an Independent Trustee of the HSBC Funds.
Job Titles:
- Partner
- Portfolio Manager
- Manager of the Oakmark Global Fund
Jason Long has been a manager of the Oakmark Global Fund since 2016. He is also an investment analyst on the international research team and a vice president of the Oakmark Funds.
He rejoined Harris in 2011 after having previously worked at the firm as an international investment analyst from 2004 to 2006. In addition, he served as a senior research analyst at Security Global Investors, partner at Capital Partners and senior research associate at Brandes Investment Partners.
Mr. Long earned a B.A. degree in finance and international economics from San Diego State University (1999).
Job Titles:
- Partner
- Portfolio Manager
- Manager for the Oakmark Global Fund
John Sitarz has been a manager for the Oakmark Global Fund and the Oakmark Global Select Fund since 2022. He is also an investment analyst at Harris Associates and a vice president of the Oakmark Funds.
He joined Harris Associates in 2013. During his time at the firm, he has served as a research associate and assistant. Prior to that he was an audit senior assistant at Deloitte & Touche.
Mr. Sitarz earned B.S. degrees in accounting and business administration from the University of Denver (2012).
Job Titles:
- Chief Compliance Officer of the Oakmark Funds
- Chief Compliance Officer of the Oakmark Funds / Vice President, Oakmark Funds
Job Titles:
- Deputy General Counsel
- Deputy General Counsel / Vice President, Oakmark Funds
Job Titles:
- Partner
- Portfolio Manager
- Manager of the Oakmark International Small Cap Fund
Justin Hance has been a manager of the Oakmark International Small Cap Fund since 2016. He joined Harris Associates in 2010 and serves as the director of international research. He is also a vice president of the Oakmark Funds.
He joined Harris Associates as a senior international analyst in 2010 after working as an investment analyst at BMGI.
Mr. Hance earned a B.A. degree in economics and legal studies from Claremont McKenna College (2006).
Job Titles:
- Managing Director, Marketing & Client Relations
- Managing Director, Marketing & Client Relations / Vice President, Oakmark Funds
Job Titles:
- Trustee
- President of Harris Associates and the Oakmark Funds, Will Retire from the Firm in the First Half of 2021. Chris Keller Will.
Kristi Rowsell, president of Harris Associates and the Oakmark Funds, will retire from the firm in the first half of 2021. Chris Keller will...
Ms. Rowsell has served on the Board as an Interested Trustee of the Trust since 2010. She has a BS in Agricultural Economics from Virginia Tech and a Master of Accountancy-Taxation from Virginia Tech. Prior to her retirement in 2021, Ms. Rowsell was the President of Harris Associates L.P. since 2010 and President of the Oakmark Funds from 2010 to 2020. From 1999 to 2010, Ms. Rowsell was the Chief Financial Officer of Harris Associates L.P. and Treasurer of the Oakmark Funds. She previously served as President and a Vice President of the Trust and has held various positions with the Adviser and certain of its affiliates since 1995. Ms. Rowsell is a member of the Board of Governors of the Investment Company Institute.
Dr. Morse has served on the Board since 2013. In addition to attending the General Course at The London School of Economics and Political Science, Dr. Morse has a BA in Economics from Howard University, a MA in Economics from Princeton University, a Ph.D. in Economics from Princeton University and was a Post-Doctoral Fellow at Harvard University. He has more than 35 years of experience in the financial industry, including serving as Co-Founder and Managing Partner of Fairview Capital Partners, Inc., as well as serving on the Board of Webster Bank and Webster Financial Corporation. Mr. Morse has served as a member of the Howard University Board of Trustees since 2014 and has served as Chair since 2020.
Job Titles:
- Manager of the Oakmark Bond Fund
- Partner, Portfolio Manager and Co - Head of Fixed Income
Colin Hudson has been a manager of the Oakmark Bond Fund since 2020, the Oakmark Equity and Income Fund since 2013, and the Oakmark Global Fund and Oakmark Global Select Fund since 2022. He is also an equity investment analyst at Harris Associates and a vice president of the Oakmark Funds.
He started at Harris Associates in 2005 after serving as director of research at Hilliard, Lyons Asset Management. Prior to that, he was an investment analyst at Wallington Asset Management.
Mr. Hudson earned a B.A. degree in economics at DePauw University (1992) and a M.S. in geology (1996) and an M.B.A. (1999) from Indiana University.
Job Titles:
- Manager
- Partner
- Portfolio Manager
- News
Michael Nicolas has been a manager of the Oakmark Fund since 2020 and a manager of the Oakmark Equity and Income Fund since 2022. He is also an investment analyst at Harris Associates and a vice president of the Oakmark Funds.
He started at Harris Associates in 2013 after serving as a managing director at Lakeview Investment Group. Prior to that, he was a senior analyst at Stratford Advisory Group.
Mr. Nicolas earned a B.B.A. from the University of Wisconsin-Madison (2002).
Portfolio Manager Mike Nicolas talked about the financials and communication services sectors during an interview on CNBC's "Squawk on the Street."
Job Titles:
- Partner and Client Portfolio Manager
Job Titles:
- Member of the View Our Team
- Partner
- Portfolio Manager
- Manager of the Oakmark International Small Cap Fund
Mike Manelli has been a manager of the Oakmark International Small Cap Fund since 2011 and the Oakmark International Fund since 2016.
He is also an investment analyst on the international research team at Harris Associates, which he joined in 2005 after working as a research associate/analyst at Morgan Stanley, and is a vice president of the Oakmark Funds.
Mr. Manelli received a B.B.A. degree in finance from the University of Iowa (2000).
Ms. Posoff has served on the Board since 2016. She has a BA in Philosophy and Greek Civilization from Beloit College and a MBA in Finance from the Wharton School of the University of Pennsylvania. She is a Managing Director of Golden Seeds, an angel investment group, Founding Partner and President of Traversent Capital Partners, a consulting firm providing strategic solutions to startups and asset managers, and a Member of the Board of Directors of Ben Franklin Technology Partners of Southeastern Pennsylvania, a seed stage capital provider for Southeastern Pennsylvania's technology sectors. Ms. Posoff previously served on the Board of the HighMark Mutual Funds from 2010 to 2014. Ms. Posoff is Vice Chair Emeritus for 100 Women in Finance, a Trustee of the Community College of Philadelphia and a member of Apollo Global Management's Impact Advisory Committee.
Ms. Louie has served on the Board since 2018. She has a BS in Political Science from University of Utah and a JD from University of Utah College of Law. Prior to her retirement in 2018, Ms. Louie served in several senior executive and legal roles for AXA Equitable Life Insurance Company and AXA Equitable Funds Management Group, including as a Managing Director and General Counsel. Ms. Louie is also a member of the Governing Council of the Independent Directors Council.
Job Titles:
- Chief Administrative Officer
- General Counsel
- Partner
- Trustee
- Partner, Chief Administrative Officer and General Counsel / Principal Executive Officer and President, Oakmark Funds
Job Titles:
- Director of Tax and Fund Administration
- Director of Tax and Fund Administration / Vice President, Oakmark Funds
Job Titles:
- Manager
- Partner
- Portfolio Manager
- Staying the Course: Value Investing in an Evolving World
Robert Bierig has been a manager of the Oakmark Fund and the Oakmark Select Fund since 2022. He is also a portfolio manager and U.S. investment analyst at Harris Associates as well as a vice president of the Oakmark Funds.
He joined Harris Associates in 2012 after serving as managing principal at Amethyst Capital, managing director at GEICO Investments, investor at Frist Capital, investment analyst at ESL Investments and investment banking analyst at Morgan Stanley.
Mr. Bierig earned a B.A. in economics from Duke University (2000).
Portfolio Manager Robert Bierig shared where he sees opportunity for value stocks in today's market environment during an interview with TheStreet.
Portfolio Manager Robert Bierig discussed the firm's investment philosophy and process, portfolio positioning, and where he sees value today in an interview with The...
Mr. Rogers has served on the Board since 2006. He has a BA in History from Williams College and a MBA from Harvard University. Prior to his retirement in 2019, Mr. Rogers was an entrepreneur who has taught Entrepreneurial Finance at Northwestern University's Kellogg School of Management from 1995 to 2012 and Harvard Business School from 2012 to 2019. He also has over 22 years of governance experience with Fortune 500 companies, including serving on the Board of directors of S.C. Johnson & Son, Inc.
Job Titles:
- Chairman of the Board
- Trustee
Mr. Hayden has served on the Board since 1995 and as Chair of the Board since 2021. He has a BA in English from Saint Louis University and a JD from Saint Louis University. He is a Lecturer in the Master of Science in Integrated Marketing Communications program at the Medill School of Northwestern University, teaching courses in data privacy, cybersecurity and marketing law.
Job Titles:
- Partner
- Portfolio Manager
- Manager of the Oakmark Select Fund
Tony Coniaris has been a manager of the Oakmark Select Fund since 2013, and the Oakmark Global Fund and the Oakmark Global Select Fund since 2016. He is also an executive vice president of the Oakmark Funds.
He started at Harris Associates as a research associate in 1999 and became an analyst in 2003.
Mr. Coniaris received an M.B.A. from Northwestern University (2005) and a B.A. in business/economics from Wheaton College (1999).
Portfolio Manager Tony Coniaris talked about where value opportunities are to be had in today's narrow market, such as in the energy and health...
Portfolio Manager Tony Coniaris appeared on CNBC's "Closing Bell: Overtime" to discuss the firm's long-term investment outlook and where he sees value in the...
Portfolio Manager Tony Coniaris appeared on CNBC's "Squawk on the Street" to talk about where he is finding value hidden in plain sight, such...
Job Titles:
- Portfolio Manager
- Chief Investment Officer - U.S. Equities and Portfolio Manager
- Manager of the Oakmark Select Fund
- Partner and CIO - U.S
- Portfolio Manager and CIO - U.S
Bill Nygren has been a manager of the Oakmark Select Fund since 1996, Oakmark Fund since 2000 and the Oakmark Global Select Fund since 2006. He is also the chief investment officer for U.S. equities at Harris Associates, which he joined in 1983, and a vice president of the Oakmark Funds. He served as the firm's director of research from 1990 to 1998.
Mr. Nygren has received many accolades during his investment career, including being named Morningstar's Domestic Stock Manager of the Year for 2001.
He holds an M.S. in finance from the University of Wisconsin's Applied Security Analysis Program (1981) and a B.S. in accounting from the University of Minnesota (1980).
Portfolio Manager Bill Nygren looks at today's evolving market and shares how it creates attractive value opportunities for active investors.
Portfolio Manager Bill Nygren discussed the financials, communication services and consumer discretionary sectors on CNBC's "Closing Bell: Overtime."
Portfolio Managers Bill Nygren and Alex Fitch appeared on the "We Study Billionaires" podcast to discuss navigating the current market environment and provide examples...
Job Titles:
- Chief Financial Officer
- Chief Financial Officer / Vice President, Principal Financial Officer and Treasurer, Oakmark Funds