Fund Inception | 10/02/2006 |
Name of Issuer | Oakmark |
Fund Advisor(s) | Harris Associates L.P. |
Sub-Advisor(s) | -- |
Fund Managers for OAKWX
David Herro
Portfolio Manager since 10/02/2006
• 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.
Eric Liu
Portfolio Manager since 11/30/2016
• 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)
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.
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)