Fund Inception | 11/01/1995 |
Name of Issuer | Oakmark |
Fund Advisor(s) | Harris Associates L.P. |
Sub-Advisor(s) | -- |
Fund Managers for OAKBX
M. Colin Hudson
Portfolio Manager since 04/17/2013
• Vice President of The Oakmark Funds
• Portfolio Manager of the Oakmark Global Fund, the Oakmark Global Select Fund, the Oakmark Equity and Income Fund and the Oakmark Bond Fund
• Portfolio Manager of the Global All Cap, Global, Global Concentrated, Equity and Income and Fixed Income Strategies
• BA (DePauw University, 1992)
• MS (Indiana University, 1996)
• MBA (Indiana University, 1999)
• Vice President and Director of Research at Hilliard Lyons Asset Management (1999-2005); Investment Analyst at Wallington Asset Management (1998-99)
Adam Abbas
Portfolio Manager since 03/30/2020
- Vice President of the Oakmark Funds
- Portfolio Manager of the Oakmark Equity and Income Fund and the Oakmark Bond Fund
- Portfolio Manager of the Equity and Income and Fixed Income Strategies
- BS (Northwestern University, 2004)
- MBA (University of Chicago, 2013)
- Senior Fixed Income Analyst with Harris Associates (2018-20); Lead Portfolio Manager at KVK Credit Opportunity Fund LP (2016-18); Portfolio Manager at Driehaus Capital Management (2010-15); Senior Research Analyst at Neuberger Berman/Lehman Brothers (2006-10); Analyst at Huron Consulting Group (2004-06)
Alex Fitch
Portfolio Manager since 08/01/2022
- Vice President of the Oakmark Funds
- Portfolio Manager of the Oakmark Select Fund and the Oakmark Equity and Income Fund
- Portfolio Manager of the U.S. Concentrated and Equity and Income Strategies
- BA (DePauw University, 2010)
- Associate Director of U.S. Research with Harris Associates (2019-20); U.S. Investment Analyst with Harris Associates (2013-2019); Research Associate with Harris Associates (2011-13); Analyst at UBS (2010-11)
Michael Nicolas
Portfolio Manager since 08/01/2022
• Vice President of the Oakmark Funds
• Portfolio Manager of the Oakmark Fund and the Oakmark Equity and Income Fund
• Portfolio Manager of the Oakmark U.S. Large Cap ETF
• Portfolio Manager of the U.S. Large Value and Equity and Income Strategies
• BA (University of Wisconsin-Madison, 2002)
• Managing Director at Lakeview Investment Group (2005-13); Sr. Analyst at Stratford Advisory Group (2002-05)