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Oakmark Equity And Income Fund Service Class (OARBX)

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Oakmark Equity And Income Service historical data, for real-time data please try another search
33.63 -2.85    -7.81%
16/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 158.48M
Oakmark Equity And Income Service 33.63 -2.85 -7.81%

OARBX Overview

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

Allocation--50% to 70% Equity

Total Assets

158.48M

Expenses

1.01%

Inception Date

36720

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
Adam D. Abbas Co-Head of Fixed Income and Portfolio Manager 2020 Now
Biography Mr. Abbas received a B.S. in industrial engineering from Northwestern University and is currently pursuing an M.B.A. from the University of Chicago. In 2004, Mr. Abbas joined Huron Consulting Group as a consultant. From 2006 through 2010, Mr. Abbas was an analyst for Neuberger Berman/Lehman Brothers Asset Management where he focused on high yield bond and loan investments within the information technology, media and telecom space. In 2010, he joined the Adviser, where he also serves as a senior research analyst for the Driehaus Active Income Fund and the Driehaus Select Credit Fund.
M. Colin Hudson Partner, Vice President, Portfolio Manager, Co-Head of Fixed Income 2013 Now
Biography M. Colin Hudson, CFA, is a Vice President, portfolio manager and analyst of Harris Associates L.P.. He joined Harris Associates L.P. in 2005. Mr. Hudson holds an M.B.A. in Finance from Indiana University (1999), an M.S. in Geology from Indiana University (1995) and a B.A. in Economics from DePauw University (1992).
Clyde S. McGregor Partner, Vice President and Portfolio Manager 1995 Now
Biography Clyde S. McGregor, CFA, is a Vice President and portfolio manager of Harris Associates L.P.. He joined Harris Associates L.P. in 1981. In 2011, Mr. McGregor became the first recipient of the Lipper Award for Fund Excellence, presented to investment managers for achievements over their career. He holds an M.B.A. in Finance from the University of Wisconsin (1977) and a B.A. in Economics and Religion from Oberlin College (1974).
Edward J. Wojciechowski Portfolio Manager and U.S. Investment Analyst 2013 2020
Biography Edward J. Wojciechowski, CFA, is a portfolio manager and analyst of Harris Associates L.P.. He joined Harris Associates L.P. in 2005. He holds a B.S. in Finance and Economics from Marquette University (1995).
Matthew A. Logan Analyst 2013 2016
Biography Matthew A.Logan, CFA Matt Logan has been a co-manager of the Oakmark Equity and Income Fund (OAKBX) since 2013. He is also an Investment Analyst at Harris Associates. Mr. Logan began his career at Harris Associates as a Research Associate in 2006 before joining the analyst team in 2009. He received a B.S. in Business from Babson College (2006).
Edward Studzinski Portfolio Manager 2000 2011
Biography "■ Edward Studzinski, CFA, is a portfolio manager of the Mutual Fund. He has a B.A. from Boston College, a J.D. from Duke University, and an M.B.A. from Northwestern University. Mr. Studzinski has been an investment professional since"
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