Each Oakmark fund applies the same value investment philosophy and process to different market segments, sectors, size companies, and geographic regions to achieve specified goals.
The Oakmark Fund, the firm's flagship fund launched in 1991, seeks capital appreciation by investing in big businesses, both mid and large cap, based in the U.S.
Bill Nygren
Bill is a Portfolio Manager of the Oakmark fund, the Oakmark Select fund, and the Oakmark Global Select fund. He joined Harris Associates as an Investment Analyst in 1983 and later served as the firm's Director of Research from 1990 through March 1998. Previously, Bill was an analyst with Northwestern Mutual Life Insurance Company. Bill was named Morningstar's Domestic-Stock Manager of the Year for 2001. He has an M.S. in Finance from the University of Wisconsin-Madison Applied Security Analysis Program (1981) and a B.S. in Accounting from the University of Minnesota (1980). He has over twenty-eight years of investment experience and is a CFA charterholder®.
Kevin Grant
Kevin, who joined Harris Associates in 1988, is a Portfolio Manager of the Oakmark fund and an Investment Analyst with over eighteen years investment experience. Kevin has a B.S. degree from the University of Wisconsin-Madison (1987) and an M.B.A. from Loyola University (1991), and he is a CFA charterholder®.
