Fund Inception | 11/30/2016 |
Name of Issuer | Oakmark |
Fund Advisor(s) | Harris Associates L.P. |
Sub-Advisor(s) | -- |
Fund Managers for OAYMX
William Nygren
Portfolio Manager since 03/21/2000
• 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)
Michael Nicolas
Portfolio Manager since 01/28/2020
• Vice President of the Oakmark Funds
• Portfolio Manager of the Oakmark Fund and the Oakmark Equity and Income Fund
• Portfolio Manager of the Oakmark U.S. Large Cap ETF
• Portfolio Manager of the U.S. Large Value and Equity and Income Strategies
• BA (University of Wisconsin-Madison, 2002)
• Managing Director at Lakeview Investment Group (2005-13); Sr. Analyst at Stratford Advisory Group (2002-05)
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.