News
Tony Coniaris and John Sitarz on “Business Breakdowns” (12.06.23)
December 6, 2023
Portfolio Managers Tony Coniaris and John Sitarz do a deep dive on the cable industry and share why they see value in a communication...
![Tony Coniaris portrait](https://oakmark.com/wp-content/uploads/sites/3/2022/11/Tony-Coniaris-150x150.jpg)
![John Sitarz portrait](https://oakmark.com/wp-content/uploads/sites/3/2022/08/John-Sitarz-150x150.jpg)
Partner and Portfolio Manager
John Sitarz has been a manager for the Oakmark Global Fund and the Oakmark Global Select Fund since 2022. He is also an investment analyst at Harris Associates and a vice president of the Oakmark Funds.
He joined Harris Associates in 2013. During his time at the firm, he has served as a research associate and assistant. Prior to that he was an audit senior assistant at Deloitte & Touche.
Mr. Sitarz earned B.S. degrees in accounting and business administration from the University of Denver (2012).
News
December 6, 2023
Portfolio Managers Tony Coniaris and John Sitarz do a deep dive on the cable industry and share why they see value in a communication...
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 Global Fund: Second Calendar Quarter 2024
June 30, 2024
This quarter, a U.S.-based communication services company was a top contributor, while a U.S. agriculture and construction equipment manufacturer was a detractor.
Oakmark Global Select Fund: Second Calendar Quarter 2024
June 30, 2024
This quarter, a U.S.-based communication services company was a top contributor, while a U.S. agriculture and construction equipment manufacturer was a detractor.
Oakmark Global Fund: First Calendar Quarter 2024
March 31, 2024
A German bus and truck manufacturer was a top contributor to the Fund’s performance during the quarter, while a wealth manager based in the U.K. was a top detractor.