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 Oamark 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: First Calendar Quarter 2024
March 31, 2024
Amid the outperformance of growth stocks to start the year, we are finding attractive opportunities that meet our value investment criteria, which led to us initiating a new holding during the quarter.
Oakmark Equity and Income Fund: First Calendar Quarter 2024
March 31, 2024
Higher interest rates have improved the opportunities available in fixed income securities, and we currently see a more balanced risk-reward value proposition between equities and fixed income than we have in some time.
Oakmark Select Fund: Fourth Calendar Quarter 2023
December 31, 2023
We added significantly to information technology stocks early in 2023 as we believed the stocks were priced well below their intrinsic values. These holdings performed well and their stock prices have generally increased faster...