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Advisor Information for OAKGX

Fund Inception08/04/1999
Name of IssuerOakmark
Fund Advisor(s)Harris Associates L.P.
Sub-Advisor(s)--

Fund Managers for OAKGX

David Herro
Portfolio Manager since 07/29/2016
• 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)
Anthony Coniaris
Portfolio Manager since 11/30/2016
Tony Coniaris is Chairman and a Portfolio Manager at Harris Associates L.P. He is a Portfolio Manager of the U.S. Equity, U.S. Concentrated, Global All Cap, Global and Global Concentrated Strategies. He joined Harris Associates in 1999. Tony has an MBA from Northwestern University and a BA from Wheaton College.
M. Colin Hudson
Portfolio Manager since 08/01/2022
• 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)
John Sitarz
Portfolio Manager since 08/01/2022
John Sitarz is a Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He is a Portfolio Manager of the Global All Cap, Global and Global Concentrated Strategies. Prior to joining Harris Associates in 2013, he was an Audit Senior Assistant at Deloitte & Touche. John has a BS from the University of Denver.
Eric Liu
Portfolio Manager since 07/01/2024
• Vice President of the Oakmark Funds • Portfolio Manager of the Oakmark Global Fund, the Oakmark Global Select Fund and the Oakmark International Fund • Portfolio Manager of the Global All Cap, Global, Global Concentrated, International and Japan Strategies • BA (University of California Los Angeles, 2001) • MBA (University of Chicago, 2009) • Research Associate at Dodge & Cox (2004-07); Investment Banking Analyst at Jefferies & Company (2002-04)