We recognize that the decision to hire an investment manager is a very important one. We believe our people demonstrate our dedication to excellent performance and service.

Top Management

Robert M. Levy , CFA
Partner, Chairman and Chief Investment Officer, U.S. Equities

• BA, Vanderbilt University, 1972
• MBA, Wharton Business School, University of Pennsylvania, 1974
• Formerly a Portfolio Manager and Director, Gofen and Glossberg, Inc., 1977-1985
• 35 years of investment experience
• Joined Harris Associates in 1985

Kristi L. Rowsell , CPA
Partner and President

• President, The Oakmark Funds
• BS, Virginia Tech, 1988
• Master of Accountancy - Taxation, Virginia Tech, 1989
• Formerly Chief Financial Officer with Harris Associates L.P., 1999-2010; Tax and Accounting Manager at Harris Associates L.P., 1995-1999; VP and Treasurer at Calamos Asset Management, 1992-1995; and Senior Tax Specialist, KPMG Peat Marwick, 1989-1992
• 22 years business experience
• Joined Harris Associates in 1995

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Portfolio Managers and Investment Analysts

Henry R. Berghoef , CFA
Partner and Portfolio Manager

• Portfolio Manager of The Oakmark Select Fund
• BA, Calvin College, 1971
• MA, Johns Hopkins University, 1974
• MBA, George Washington University, 1985
• Formerly an Investment Analyst with Kirr, Marbach & Co., 1990-1993; Investment Analyst with Geico Corporation, 1985-1990; Manager of Investment Insurance with Overseas Private Investment Corporation, 1979-1984; International Economist with the U.S. Department of the Treasury, 1977-1979; and Legislative Aide of the U.S. House of Representatives, 1975-1977
• 25 years investment experience
• Joined Harris Associates in 1994

Jay R. Bornstein
Portfolio Manager

• BS, Indiana University, 1990
• JD, University of Miami, 1993
• Formerly Managing Director/Portfolio Manager at Dearborn Partners LLC, 2006-2011, Vice President in the Private Client Group of Fisher Investments, 1999-2005; Vice President-Private Banking and Investments at First Chicago NBD Bank, 1994-1999
• 17 years investment experience
• Joined Harris Associates in 2011

Judson H. Brooks , CFA
Partner and U.S. Investment Analyst

• BA, Indiana University, 1993
• MBA, University of Chicago, 1998
• Formerly a Research Analyst for Ariel Capital Management, 1998-2001
• 13 years investment experience
• Joined Harris Associates in 2001

James P. Clarahan
International Investment Analyst

• BSE, University of Michigan, 2004
• MBA, University of Chicago, 2010
• Formerly an Analyst Intern at The Weitz Funds, 2009; Combustion Engineer at GE-Aviation, 2004-2008
• 2 year investment experience
• Joined Harris Associates in 2010

Anthony P. Coniaris , CFA
Partner and U.S. Investment Analyst

• BA, Wheaton College, 1999
• MBA, Northwestern University, 2005
• Formerly Research Associate with Harris Associates 1999-2003
• 12 years investment experience
• Joined Harris Associates in 1999

Jeffrey A. Corbin
Senior International Research Operations Analyst

• BS, Indiana University, 2000
• Formerly Senior Fund Analyst with Harris Associates L.P, 2001-2005; Loan Specialist with Crowe Chizek LLC, 2001; Credit Analyst with Fifth Third Bank, 2000-2001
• 10 years investment experience
• Joined Harris Associates in 2001

Kurt C. Funderburg
U.S. Investment Analyst

• BS, West Virginia University, 1987
• MBA, Pennsylvania State University, 1992
• Formerly Senior Vice President-Equity Analyst at Ferris, Baker Watts, Inc., 1993-2000; Investment Officer at Mercantile Safe Deposit & Trust Co., 1992-1993
• 19 years investment experience
• Joined Harris Associates in 2000

Kevin G. Grant , CFA
Partner, Portfolio Manager and U.S. Investment Analyst

• Portfolio Manager of The Oakmark Fund
• BS, University of Wisconsin-Madison, 1987
• MBA, Loyola University, 1991
• 20 years investment experience
• Joined Harris Associates in 1988

Justin D. Hance , CFA
International Investment Analyst

• BA, Claremont McKenna College, 2006
• Formerly an Investment Analyst at BGI, 2006-2010
• 5 years investment experience
• Joined Harris Associates in 2010

David G. Herro , CFA
Partner and Chief Investment Officer, International Equity

• Portfolio Manager of The Oakmark International Fund, The Oakmark International Small Cap Fund, and The Oakmark Global Select Fund
• BS, University of Wisconsin-Platteville, 1983
• MA, University of Wisconsin-Milwaukee, 1985
• Formerly a Portfolio Manager with The State of Wisconsin Investment Board, 1989-1992, and The Principal Financial Group, 1986-1989
• 26 years investment experience
• Joined Harris Associates in 1992

M. Colin Hudson , CFA
Partner and U.S. Investment Analyst

• BA, DePauw University, 1992
• MS, Indiana University, 1995
• MBA, Indiana University, 1999
• Formerly a Vice President and Director of Research at Hilliard, Lyons Asset Management, 1999-2005; Investment Analyst at Wallington Asset Management, 1998-1999
• 13 years investment experience
• Joined Harris Associates in 2005

Eric  Liu , CFA
International Investment Analyst

• BA, University of California Los Angeles, 2001
• MBA, University of Chicago, 2009
• Formerly a Research Associate at Dodge & Cox, 2004-2007; Investment Banking Analyst at Jefferies & Company, 2002-2004
• 9 years investment experience
• Joined Harris Associates in 2009

Edward S. Loeb , CFA
Partner and Portfolio Manager

• BA, Princeton University, 1986
• MBA, Northwestern University, 1990
• Formerly a Corporate Finance Analyst with Wertheim Schroder & Co., Inc., 1986-1988
• 23 years investment experience
• Joined Harris Associates in 1989

Matthew A. Logan , CFA
U.S. Investment Analyst

• BS, Babson College, 2006
• Formerly Research Associate with Harris Associates, 2006-2009
• 6 years investment experience
• Joined Harris Associates in 2006

Jason E. Long , CFA
Sr. International Investment Analyst

• BA, San Diego State University, 1999
• Formerly with Security Global Investors, 2010-2011; Partner at Carmel Capital Partners, 2006-2009; International Investment Analyst with Harris Associates, 2004-2006; Senior Research Associate at Brandes Investment Partners, 1999-2004
• 11 years investment industry experience
• Joined Harris Associates in 2011

Michael L. Manelli , CFA
Partner, Portfolio Manager and International Investment Analyst

• Portfolio Manager of The Oakmark International Small Cap Fund
• BBA, University of Iowa, 2000
• Formerly a Research Associate/Analyst at Morgan Stanley, 2001-2005
• 11 years investment experience
• Joined Harris Associates in 2005

Michael J. Mangan , CFA, CPA
Partner and Portfolio Manager

• BBA, University of Iowa, 1985
• MBA, Northwestern University, 1992
• Formerly a Portfolio Manager with Stein Roe & Farnham, 1988-1997; and Senior Auditor with Continental Bank, 1985-1988
• 23 years investment experience
• Joined Harris Associates in 1997

Clyde S. McGregor , CFA
Partner and Portfolio Manager

• Portfolio Manager of The Oakmark Equity and Income Fund and The Oakmark Global Fund
• BA, Oberlin College, 1974
• MBA, University of Wisconsin-Madison, 1977
• Formerly an Investment Officer of the Northern Trust Company, 1977-1981
• 34 years investment experience
• Joined Harris Associates in 1981

David G. Meehan
International Investment Analyst

• BS, University of Missouri, 2009
• Formerly an Analyst/Co-Portfolio Manager at Winthrop Capital Management, 2009-2010
• 2 years investment experience
• Joined Harris Associates in 2011

Win  Murray
Partner and Director of U.S. Research

• BA, University of North Carolina at Chapel Hill, 1992
• MBA, Georgia State University, 1996
• Formerly Equity Analyst at Colonial Management/Fleet Bank, 1999-2003; Sector Portfolio Manager at ASB Capital Management, 1997-1999; Equity Analyst at Federated Investors, 1996-1997
• 16 years investment experience
• Joined Harris Associates in 2003

Diane L. Mustain , CFA
Portfolio Manager

• BS, DePaul University, 1981
• MBA, DePaul University, 1985
• Formerly Executive Vice President and Head of Equities with Duff & Phelps Investment Management Co., 1981-2001
• 30 years investment experience
• Joined Harris Associates in 2002

William C. Nygren , CFA
Partner and Portfolio Manager

• Portfolio Manager of The Oakmark Fund, The Oakmark Select Fund, and The Oakmark Global Select Fund
• BS, University of Minnesota, 1980
• MS, University of Wisconsin-Madison Applied Security Analysis Program, 1981
• Formerly Director of Research of Harris Associates, 1990-1998; Investment Analyst with Northwestern Mutual Life Insurance Co., 1981-1983
• 30 years investment experience
• Joined Harris Associates in 1983

John R. Raitt , CFA
Partner and U.S. Investment Analyst

• BA, Williams College, 1978
• MBA, Northwestern University, 1980
• Formerly served as President of The Oakmark Funds and President & Chief Executive Officer of Harris Associates, 2003-2010; Director of Research of Harris Associates, 1998-2002; Investment Officer with Northwestern Mutual Life Insurance Co., 1980-1986
• 31 years investment experience
• Joined Harris Associates in 1986

Robert A. Taylor , CFA
Partner, Portfolio Manager and Director of International Research

• Portfolio Manager of The Oakmark Global Fund
• BBA, University of Wisconsin-Madison, 1994
• 17 years investment experience
• Joined Harris Associates in 1994

Edward J. Wojciechowski , CFA
U.S. Investment Analyst and Director of Fixed Income

• BS, Marquette University, 1995
• Formerly Portfolio Manager, and Equity and Fixed Income Analyst at Strong Capital Management, 1993-2005
• 16 years investment experience
• Joined Harris Associates in 2005

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Legal/Operations

Mary T. Capasso
Senior Attorney

• BS, Elmhurst College, 1993
• JD, Chicago-Kent College of Law, 1998
• Formerly served as Executive Director and Deputy General Counsel at UBS Global Asset Management, 2003-2011; Associate with the law firm of Bell, Boyd & Lloyd LLC, 2000-2003; Assistant General Counsel and Assistant Secretary at Van Kampen Investments, 1998-2000; Experienced Investigator / Experienced Auditor at the Chicago Mercantile Exchange, 1995-1998; Fund Accountant at Nuveen Investments, 1993-1995
• 18 years of business experience
• Joined Harris Associates in 2011

John N. Desmond
Chief Operating Officer

• Vice President, The Oakmark Funds
• BS, University of Massachusetts, 1986
• MS, Bentley College, 1994
• Formerly Vice President and Director for Nuveen Investments, 2005-2007; Director, Investment Operations and Business Manager for Scudder/Deutsche Asset Management, 1995-2004; Vice President, Group Operations Manager with First Data Investor Service/440 Financial Group, 1991-1995; Project Leader for Putnam Investments, Inc., 1987-1991; various operations and technology roles for Bank of Boston Corporation, 1980-1987
• 31 years business experience
• Joined Harris Associates in 2007

Richard J. Gorman
Chief Compliance Officer for The Oakmark Funds

• BA, Providence College, 1987
• JD, The University of Detroit, 1991
• Formerly employed by the U.S. Securities and Exchange Commission in the following positions: Senior Special Counsel to the Chicago Investment Management Examination Staff, 2002-2006; Special Counsel to the Investment Management Staff, 1999-2002; Senior Attorney, Division of Enforcement, 1994-1999
• 17 years business experience
• Joined Harris Associates in 2006

Thomas E. Herman , CPA
Chief Financial Officer

• BS, Cornell University, 1983
• MBA, University of North Carolina, 1991
• Master of Accounting and Financial Management, Keller Graduate School, 2003
• Formerly Sr. Vice President, CFO and Treasurer at Ariel Investments, 2005-2010; Vice President, Controller at Ariel Investments 2004-2005; Regional Finance Manager and other positions at Otis Elevator Company, 1991-2004; Engineer and Senior Engineer at Pratt & Whitney Aircraft, 1983-1989
• 28 years business experience
• Joined Harris Associates in 2010

Gracie O. Inacay
Director of Human Resources

• BS, Roosevelt University, 1999
• Formerly Manager, Human Resources at Harris Associates L.P., 2001-2008; Manager, Human Resources at First Variable Life Insurance Co., 1998-2001; Human Resources Representative at Warrior Insurance Group, 1994-1998; Agency Sales Representative at Warrior Insurance Group/Insure One Insurance Agency, 1990-1994
• 22 years business experience
• Joined Harris in 2001

John J. Kane
Director, Global Investment Services

• Treasurer of The Oakmark Funds
• BA, Illinois Benedictine College, 1993
• MBA, Northwestern University, 2003
• 18 years business experience
• Joined Harris Associates in 1993

Colin P. McFarland
Chief Compliance Officer

• BS, Bridgewater State College, 1985
• MBA, Northeastern University, 1990
• Formerly Senior Manager at Deloitte & Touche LLP, 1997-2005; National Bank Examiner for the U.S. Treasury Department, 1991-1997; Assistant Operations Manager for E.F. Hutton & Co., 1985-1989
• 24 years business experience
• Joined Harris Associates in 2005

Ian J. McPheron
Assistant General Counsel

• BA, University of Illinois at Urbana-Champaign, 1993
• JD, Northern Illinois University, 1997
• Formerly Associate Counsel/Director of Compliance at Calamos Advisors LLC and Assistant Secretary to the Calamos Funds, 2002-2004; Associate at Gardner, Carton & Douglas, 2002; Vice President, Associate General Counsel and Assistant Secretary at Van Kampen Investments, Inc., 2000-2002; Associate at Wildman Harrold, Allen & Dixon, 1997-2000;
• 15 years business experience
• Joined Harris Associates in 2005

Michael J. Pietras
Deputy Chief Compliance Officer & Compliance Manager

• BS, DePaul University, 1995
• Formerly Compliance Manager/Supervisor at Driehaus Capital Management, 2004-2005 and 2000-2002; Director of Compliance at PMA Financial Network, 2002-2004; Senior Compliance Examiner at NASD Regulation, Inc., 1998-2000; Senior Investigator at The Chicago Board of Trade, 1995-1998; Senior Market Analyst at The Chicago Board Options Exchange, 1989-1993
• 21 years business experience
• Joined Harris Associates in 2005

Dermot  Putnam
Chief Information Officer

• BA, Univeristy of Wisconsin-Madison, 1982
• MS, University of Wisconsin-Madison, 1983
• Formerly Director of Technology at Wanger Asset Management L.P. 1995-2002; Senior Technical Specialist at Kemper Financial Services, 1989-1995
• 21 Years business experience
• Joined Harris Associates in 2002

Janet L. Reali
Partner and General Counsel

• Secretary, The Oakmark Funds
• BA, Indiana University, 1973
• JD, Loyola University School of Law, 1977
• Formerly Senior Executive Vice President, General Counsel and Corporate Secretary for Everen Securities, Inc. and its predecessor Kemper Securities Inc., 1991-1999; Partner with the law firm of Keck, Mahin & Cate, 1988-1991
• 21 years of business experience
• Joined Harris Associates in 2001

Mary A. Wickers , CPA
Senior Director of Operations & Client Service

• BS, University of Illinois at Chicago, 1979
• Formerly First VP, Administration & Asset Management with ABN AMRO, 1997-2002; VP of Finance & Administration for Golder, Thoma, Cressey, Rauner, Inc., 1995-1997; Alpha Source Asset Management, 1993-1995; Kemper Financial Services, Inc., 1982-1993; and Arthur Anderson & Co., 1979-1982
• 27 years business experience
• Joined Harris Associates in 2003

Christopher P. Wright
Director of Mutual Fund Operations

• Vice President, The Oakmark Funds
• BS, Free Will Baptist Bible College, 1995
• MBA, North Park University, 1997
• Formerly Credit Analyst-Commercial Lending and Bookkeeper at Park National Bank, 1995-1997
• 14 years business experience
• Joined Harris Associates in 1997

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Marketing/Client Relations

Debra L. Austin
Director, Investment Advisory and Client Relations

• BBA, University of Iowa, 1993
• Formerly Senior Portfolio Associate with Harris Associates L.P., 1993-2006
• 18 years investment industry experience
• Joined Harris Associates in 1993

Terrence A. Badger
Director, Communications

• BA, University of Vermont, 1982
• MS, Columbia University, 1990
• Formerly Director of Communications at U.S. Global Investors, Inc., 2006-2010; Associated Press Bureau Manager, Editor and Reporter, 1998-2006
• 6 years investment industry experience
• Joined Harris Associates in 2010

Kathleen O. Gerdes
Director, Advisor Relations

• BA, Oberlin College, 1993
• MBA, Northwestern University, 2005
• Formerly a Business Development Officer at Atlantic Trust Stein Roe, 1997-2006; Planning and Development Associate for the Jane Addams Hull House Association, 1994-1997
• 14 years investment industry experience
• Joined Harris Associates in 2006

Michael J. Neary , CFA, CFP^®
Partner and Managing Director, Marketing & Client Relations

• Vice President, The Oakmark Funds
• BS, Northern Illinois University, 1990
• 19 years investment industry experience
• Joined Harris Associates in 1995

Michael W. Politzki
Manager, Shared Advisory & Wrap Products

• BS, Miami University, 1992
• Formerly a Trust Analyst for Alliance Pension Consultants, 1994-1999
• 19 years investment industry experience
• Joined Harris Associates in 1999

Vineeta D. Raketich
Managing Director, International Operations & Client Relations

• Vice President, The Oakmark Funds
• BS, DePaul University, 1993
• MS-Taxation, DePaul University, 2002
• Formerly Supervisor, Mutual Fund and Institutional Services with Harris Associates L.P., 1995-2003; an Analyst at The Barnes Alliance, 1993-1995
• 19 years investment industry experience
• Joined Harris Associates in 1995

Jack  Wildermuth , CFA, CAIA
Managing Director, Marketing & Client Relations

• BS, U.S. Military Academy at West Point, 1989
• MBA, Duke University, 1995
• Formerly Vice President, Marketing, Research Affiliates, 2006-2008; Partner, Stratford Advisory Group, 1998-2006; Consultant, Wilshire Associates, 1997-1998; Fixed Income Sales, WR Hough & Co., 1995-1997; U.S. Army Field Artillery Officer, 1989-1993
• 16 years investment industry experience
• Joined Harris Associates in 2008

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