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Oakmark Select Fund Class Advisor (OAYLX)

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78.03 +0.12    +0.15%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Oakmark
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 3.65B
Oakmark Select Advisor 78.03 +0.12 +0.15%

Oakmark Select Fund Class Advisor Overview

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

Large Value

Total Assets

3.65B

Expenses

0.87%

Inception Date

42704

Investment Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio and as a result, a higher percentage of the fund's total assets may at times be invested in a particular sector or industry. It generally invests in the securities of large- and mid-capitalization companies. The fund uses a value investment philosophy in selecting equity securities. It is non-diversified.

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.
Alex E. Fitch Partner, Director of U.S. Research, PM and U.S. Investment A 2022 Now
Biography - Vice President of the Oakmark Funds - Portfolio Manager of the Oakmark Select Fund and the Oakmark Equity and Income Fund - Portfolio Manager of the U.S. Concentrated and Equity and Income Strategies - BA (DePauw University, 2010) - Associate Director of U.S. Research with Harris Associates (2019-20); U.S. Investment Analyst with Harris Associates (2013-2019); Research Associate with Harris Associates (2011-13); Analyst at UBS (2010-11)
William C. Nygren Partner, Vice President, CIO, Portfolio Manager and U.S. Investment Analyst 1996 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)
Anthony P. Coniaris Co-Chairman 2013 2024
Biography Tony Coniaris is Chairman and a Portfolio Manager at Harris Associates L.P. He is a Portfolio Manager of the U.S. Equity, U.S. Concentrated, Global All Cap, Global and Global Concentrated Strategies. He joined Harris Associates in 1999. Tony has an MBA from Northwestern University and a BA from Wheaton College.
Thomas W. Murray Vice President 2013 2021
Biography Thomas W. Murray is a Vice President, Director of U.S. Research, portfolio manager and analyst of Harris Associates L.P.. He joined Harris Associates L.P. in 2003. He has a B.A. from the University of North Carolina (1992) and an M.B.A. from Georgia State University (1996).
Henry Berghoef Portfolio Manager 2000 2012
Biography Berghoef is portfolio manager and director of research with Harris Associates L.P., his employer since 1994. Prior to 1994, he was an investment analyst with Kirr, Marbach & Company from 1990 to 1993. Prior to that, he was an equity analyst with Geico Corporation from 1985 to 1990. Berghoef holds the Chartered Financial Analyst designation.
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