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Oakmark Fund Investor Class (OAKMX)

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142.03 +0.33    +0.23%
07/05 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Oakmark
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 9.31B
Oakmark Investor 142.03 +0.33 +0.23%

OAKMX Overview

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

Large Value

Total Assets

9.31B

Expenses

0.91%

Inception Date

Aug 05, 1991

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 BA (Duke University, 2000) Managing Principal at Amethyst Capital Management (2011); Managing Director at GEICO Investments (2007-10); Investor at Frist Capital (2005-07); Investment Analyst at ESL Investments (2002-05); Investment Banking Analyst at Morgan Stanley (2000-02)
Michael A. Nicolas Partner, Portfolio Manager & U.S. Investment Analyst 2020 Now
Biography - Vice President of the Oakmark Funds - Portfolio Manager of the Oakmark Fund and the Oakmark Equity and Income Fund - Portfolio Manager of the U.S. Equity and Equity and Income Strategies - BA (University of Wisconsin-Madison, 2002) - Managing Director at Lakeview Investment Group (2005-13); Sr. Analyst at Stratford Advisory Group (2002-05)
William C. Nygren Partner, Vice President, CIO, Portfolio Manager and U.S. Investment Analyst 2000 Now
Biography William Nygren is a Partner and Portfolio Manager at Harris Associates L.P. He joined Harris Associates in 1983 as an investment analyst and later served as the firm’s director of research. Previously, he was an investment analyst with Northwestern Mutual Life Insurance Company. Mr. Nygren earned a BS in accounting from the University of Minnesota (1980) and an MS in finance from the University of Wisconsin – Madison’s Applied Security Analysis Program (1981). He is a CFA® charterholder.
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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