Value investing redefined

The Oakmark family of mutual funds is an extension of Harris Associates’ value-focused approach to investing. For more about our selection of funds, visit Oakmark.com.

The Oakmark Funds

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
1-800-OAKMARK (625-6275)

Executive Management

Tony Coniaris, CFA

Partner, Chairman and Portfolio Manager

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David G. Herro, CFA

Partner, Deputy Chairman, Portfolio Manager and Chief Investment Officer-International Equities

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Christopher W. Keller

Partner and President

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Rana J. Wright

Partner, Chief Legal and Administrative Officer

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Portfolio Managers

David G. Herro, CFA

Partner, Deputy Chairman, Portfolio Manager and Chief Investment Officer-International Equities

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William C. Nygren, CFA

Partner, Portfolio Manager and Chief Investment Officer - U.S.

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Adam D. Abbas

Portfolio Manager and Head of Fixed Income

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Robert F. Bierig

Partner, Portfolio Manager and U.S. Investment Analyst

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Tony Coniaris, CFA

Partner, Chairman and Portfolio Manager

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Thomas W. Delaney, CFA

Director and Portfolio Manager, Private Wealth Management

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Alex Fitch, CFA

Partner, Portfolio Manager, Director of U.S. Research and U.S. Investment Analyst

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Andrew M. Gluck, CFA

Director and Senior Portfolio Manager, Private Wealth Management

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Justin D. Hance, CFA

Partner, Portfolio Manager and Director of International Research

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M. Colin Hudson, CFA

Partner, Portfolio Manager and U.S. Equity Investment Analyst

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Eric Liu, CFA

Partner, Portfolio Manager and Sr. International Investment Analyst

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Jason E. Long, CFA

Partner, Portfolio Manager and Sr. International Investment Analyst

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Michael L. Manelli, CFA

Partner, Portfolio Manager and Sr. International Investment Analyst

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Michael J. Mangan, CFA, CPA

Partner, Portfolio Manager and Head of Private Wealth Management

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Emily S. Neumark, CIMA®

Portfolio Manager, Private Wealth Management

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Michael A. Nicolas, CFA

Partner, Portfolio Manager and U.S. Investment Analyst

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John A. Sitarz, CFA, CPA

Partner, Portfolio Manager and U.S. Investment Analyst

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Mark C. Small, CFA

Portfolio Manager, Private Wealth Management

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Investment Analysts

Sean N. Bidzinski, CFA

Fixed Income Investment Analyst

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Darek Blachowicz

U.S. Investment Analyst

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Brian T. Bourn, CFA

U.S. Investment Analyst

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Uday Chatterjee, CFA

U.S. Investment Analyst

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James P. Clarahan, CFA

Senior International Investment Analyst

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Greg T. Cole, CFA

Fixed Income Investment Analyst

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Doug Fagan, CFA

International Investment Analyst

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Alex A. Frey, CFA

Senior International Investment Analyst

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Katherine M. Golding, CFA

U.S. Investment Analyst

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Eric R. Haight

U.S. Investment Analyst

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Artur Lohinski

Fixed Income Investment Analyst

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Liam M. McGarrity

U.S. Investment Analyst

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Matthias Nikaj, CFA

International Investment Analyst

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Joseph P. Pittman, CFA

U.S. Investment Analyst

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Matt Quigley

Partner and Senior International Investment Analyst

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Troy Schott, CFA

International Investment Analyst

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Jeremy G. Thames, CFA

Associate Director of U.S. Research and U.S. Investment Analyst

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Jonathan Yu

U.S. Investment Analyst

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Marketing/Client Relations

Lauren Digani, CFA

Manager, Institutional Client Service

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Kathleen O. Gerdes

Managing Director, Marketing & Client Relations

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Christopher Knowland, CFA

Director of Responsible Investing

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James G. Lowery, CFA

Client Relationship Manager

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Paula McGrath, CIMA®

Strategic Marketing Director

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Ryan McNamara

Director, Institutional Sales

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Michael J. Neary, CFA, CFP®

Partner and Client Portfolio Manager

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Christy Needham, CFA

Client Portfolio Manager

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Daniel A. Nicholas, CFA

Client Portfolio Manager

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Lauren F. Northrop

Director, Marketing Operations

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William Noviskis, CFA

Director, Product Development and Management

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Anne Burke

Senior Investor Communications Specialist

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Katherine Schueller, CFA

Client Relationship Manager

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Jack Wildermuth, CFA

Partner and Managing Director, Marketing & Client Relations

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Legal/Operations

Jey Amalraj

Chief Technology Officer

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Kristina M. Becker

Assistant General Counsel

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Jeffrey A. Corbin

Director of Operations, International Research

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Jodie L. Crotteau

Deputy Chief Compliance Officer and Anti-Money Laundering Officer

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John J. Kane

Chief Compliance Officer of the Oakmark Funds

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Tammie Lee

Assistant General Counsel

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Colin P. McFarland

Chief Compliance Officer of Harris Associates L.P.

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Michael J. Pietras

Deputy Chief Compliance Officer & Compliance Manager

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Zachary D. Weber, CPA

Chief Financial Officer

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Traders

Frank J. Carsello

Team Lead, International Trading

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Diane D. Hurley

Senior Fixed Income Trader

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Matt Lange

Senior International Trader

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Rajesh Paryani

Senior Equity Trader

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Jason S. Siegendorf

Head of Trading Analytics

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Frank R. Whitehead

Senior International Trader

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We do value investing differently

At Harris Associates, we don’t have an opinion about how equities will perform this year, if a recession will start or if the political parties will produce pro-growth candidates during the next election cycle. As long-term investors, we don’t think it matters.