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Oakmark Fund Institutional Class (OANMX)

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160.21 +1.81    +1.14%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 7.36B
Oakmark Institutional 160.21 +1.81 +1.14%

Oakmark Fund Institutional Class Overview

 
On this page you'll find an in-depth profile of Oakmark Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of OANMX among other information.
Category

Large Value

Total Assets

7.36B

Expenses

0.67%

Inception Date

42704

Investment Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. It generally invests in the securities of larger capitalization companies. The fund uses a value investment philosophy in selecting equity securities. This value investment philosophy is based upon the belief that, over time, a company's stock price converges with the adviser's estimate of the company's intrinsic value.

Contact Information

Address P.O. Box 219558
Kansas City,MO 64121-9558
United States
Phone 1-617-483-8327

Top Executives

Name Title Since Until
Robert F. Bierig Partner, Portfolio Manager and U.S. Investment Analyst 2022 Now
Biography 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.
Michael A. Nicolas Partner, Portfolio Manager & U.S. Investment Analyst 2020 Now
Biography Michael Nicolas is a Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He joined Harris Associates in 2013. He is a Portfolio Manager of the U.S. Equity and Equity and Income Strategies. Prior to joining Harris Associates, Michael was a Managing Director at Lakeview Investment Group. Michael has a BA from the University of Wisconsin-Madison.
William C. Nygren Partner, Vice President, CIO, Portfolio Manager and U.S. Investment Analyst 2000 Now
Biography • Vice President of the Oakmark Funds • Portfolio Manager of the Oakmark Fund and the Oakmark Select Fund • 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)
Kevin G. Grant Partner, Co-Chairman, PM & U.S. Investment Analyst 2000 2022
Biography Kevin Grant is a Partner, Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He joined Harris Associates in 1988 and has 25 years of investment experience. Mr. Grant received his BS from the University of Wisconsin – Madison in 1987 and his MBA from Loyola University in 1991. He is a CFA® charterholder.
Robert J. Sanborn co-Founder 1991 2000
Biography Robert Sanborn is a co-founder of Sanborn Kilcollin Partners and is responsible for the investment decisions and portfolio allocation of the Adviser. Mr. Sanborn has over 28 years experience in portfolio management and investment analysis and has been a strong and consistent proponent of value investing. Mr. Sanborn was the portfolio manager of The Oakmark Fund, the flagship mutual fund of Harris Associates, L.P., from Oakmark’s launch in August 1991 through March 2000. During this period, The Oakmark Fund’s assets grew from $100,000 to over $9 billion.
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