Fund Inception | 11/01/1995 |
Name of Issuer | Oakmark |
Fund Advisor(s) | Harris Associates L.P. |
Sub-Advisor(s) | -- |
Fund Managers for OAKEX
David Herro
Portfolio Manager since 11/01/1995
• Vice President of the Oakmark Funds
• Portfolio Manager of the Oakmark International Fund, the Oakmark International Small Cap Fund, the Oakmark Global Fund and the Oakmark Global Select Fund
• Portfolio Manager of the International, International Small Cap, Japan, Global All Cap, Global and Global Concentrated Strategies
• BS (University of Wisconsin-Platteville, 1983)
• MA (University of Wisconsin-Milwaukee, 1985)
• Portfolio Manager specializing in developing and managing international portfolios for the State of Wisconsin Investment Board (1989-92), and The Principal Financial Group (1986-89)
Michael Manelli
Portfolio Manager since 05/11/2011
- Vice President of The Oakmark Funds
- Portfolio Manager of the Oakmark International Fund and the Oakmark International Small Cap Fund
- Portfolio Manager of International and International Small Cap Strategies
- BBA (University of Iowa, 2000)
- Research Associate/Analyst at Morgan Stanley (2001-05)
Justin Hance
Portfolio Manager since 11/30/2016
- Vice President of The Oakmark Funds
- Portfolio Manager of the Oakmark International Small Cap Fund
- Portfolio Manager of International Small Cap Strategy
- BA (Claremont McKenna College, 2006)
- Senior International Investment Analyst with Harris Associates (2010-14); Investment Analyst at BMGI (2006-10)