The Oakmark Funds are advised by Harris Associates L.P. an autonomous subsidiary of Natixis Investment Managers, L.P.

Learn more about the principles and philosophy behind our funds at HarrisAssoc.com.

Harris Associates

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
312-646-3600

Oakmark Portfolio Managers and Fund Officers

Tony Coniaris, CFA

Partner and Portfolio Manager

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Rana J. Wright

Partner, Chief Legal and Administrative Officer

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Adam D. Abbas

Portfolio Manager and Head of Fixed Income

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Robert F. Bierig

Partner and Portfolio Manager

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Rick Dercks

Director of Tax and Fund Administration

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Alex Fitch, CFA

Partner and Portfolio Manager

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Kathleen O. Gerdes

Managing Director, Marketing & Client Relations

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Justin D. Hance, CFA

Partner and Portfolio Manager

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David G. Herro, CFA

Partner and CIO-International Equities

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M. Colin Hudson, CFA

Partner and Portfolio Manager

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John J. Kane

Chief Compliance Officer of the Oakmark Funds

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Christopher W. Keller

Partner and President

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Eric Liu, CFA

Partner and Portfolio Manager

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Jason E. Long, CFA

Partner and Portfolio Manager

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Michael L. Manelli, CFA

Partner and Portfolio Manager

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Michael J. Neary, CFA, CFP®

Partner and Client Portfolio Manager

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Michael A. Nicolas, CFA

Partner and Portfolio Manager

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Howard M. Reich, CPA

Assistant Controller

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John A. Sitarz, CFA, CPA

Partner and Portfolio Manager

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Zachary D. Weber, CPA

Chief Financial Officer

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Trustees

Thomas Hayden

Independent Trustee and Chair of the Board

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Hugh Hurley

Independent Trustee

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Patricia Louie

Independent Trustee

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Christine Maki

Independent Trustee

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Mindy Posoff

Independent Trustee

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Steven Rogers

Independent Trustee

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Kristi Rowsell

Interested Trustee

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Rana J. Wright

Interested Trustee, Principal Executive Officer and President, Oakmark Funds

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We do value investing differently

At Oakmark, 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.