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
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: 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.
Oakmark Global Select Fund: First Calendar Quarter 2024
March 31, 2024
A top contributor to the Fund’s performance was a U.S.-based fintech and payments company, while a top detractor was a U.S.-based telecommunications company.
Oakmark Global Fund: Fourth Calendar Quarter 2023
December 31, 2023
The top contributor to the Fund’s performance was a company that specializes in consumer finance, while a top detractor was a life science company with pharmaceuticals, consumer health and crop science divisions.