Fund Inception | 11/01/1996 |
Name of Issuer | Oakmark |
Fund Advisor(s) | Harris Associates L.P. |
Sub-Advisor(s) | -- |
Fund Managers for OAKLX
William Nygren
Portfolio Manager since 11/01/1996
• Vice President of the Oakmark Funds
• Portfolio Manager of the Oakmark Fund and the Oakmark Select Fund
• Portfolio Manager of the Oakmark U.S. Large Cap ETF
• Portfolio Manager of the U.S. Large Value Strategy
• BS (University of Minnesota, 1980)
• MS (University of Wisconsin-Madison, Applied Security Analysis Program, 1981)
• Director of Research at Harris Associates (1990-98); Equity Analyst with Harris Associates (1983-90); Investment Analyst with Northwestern Mutual Life Insurance Co. (1981-83)
Robert Bierig
Portfolio Manager since 08/01/2022
Robert Bierig is a Vice President, Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He is a Portfolio Manager of the U.S. Equity and U.S. Concentrated Strategies and certain high net worth accounts. Prior to joining Harris Associates in 2012, he was a Managing Principal at Amethyst Capital Management, Managing Director at GEICO Investments, Investor at Frist Capital, Investment Analyst at ESL Investments and Investment Banking Analyst at Morgan Stanley. Robert has a BA from Duke University.
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)