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.
Partner and Portfolio Manager
Alex Fitch has been a manager for the Oakmark Select Fund and the Oakmark Equity and Income Fund since 2022. He is also the director of U.S. research and an investment analyst at Harris Associates as well as a vice president of the Oakmark Funds.
He started at Harris Associates in 2011 as a research associate. Prior to that, he was an analyst at UBS.
Mr. Fitch earned a B.A. in economics and mathematics from DePauw University (2010).
News
April 10, 2024
Portfolio Manager Alex Fitch discusses new portfolio additions to highlight opportunities in today’s market during a CNBC “Money Movers” interview.
News
March 20, 2024
Portfolio Manager Alex Fitch shares the importance of mid-cycle earnings when valuing a business during an interview on “The JRo Show.”
News
March 14, 2024
The Oakmark Equity and Income Fund is honored to receive a 2024 LSEG Lipper Fund Award for best mixed-asset target allocation moderate fund over...
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.
Commentary
Oakmark Select Fund: Third Calendar Quarter 2024
September 30, 2024
We continue to find opportunities to purchase undervalued stocks across a diverse group of industries. Over the long term, we believe these investments can generate attractive returns for our clients.
Oakmark Equity and Income Fund: Third Calendar Quarter 2024
September 30, 2024
We continue to find attractive investment opportunities across sectors and asset classes that meet our value investment criteria.
Oakmark Select Fund: Second Calendar Quarter 2024
June 30, 2024
While the outperformance of growth stocks weighed on our relative returns in the second quarter, it has also created opportunities to purchase shares in a diversified set of undervalued securities.