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Advisor Information for OAKEX

Fund Inception11/01/1995
Name of IssuerOakmark
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)