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.

Harris Associates

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
312-646-3600

Eric Liu portrait

Eric Liu, CFA

Partner and Portfolio Manager

Eric Liu has been a manager of the Oakmark Global Select Fund since 2016, the Oakmark International Fund since 2023 and the Oakmark Global Fund since 2024. He is also an investment analyst on the international research team and a vice president of the Oakmark Funds.

He joined Harris Associates in 2009 after serving as a research associate at Dodge & Cox and an investment banking analyst at Jefferies & Company.

Mr. Liu earned a B.A. degree in economics and philosophy from the University of California Los Angeles (2001) and an M.B.A. from the University of Chicago (2009).

Commentary

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 International Fund: Second Calendar Quarter 2024

June 30, 2024

This quarter, a Netherlands-based global consumer internet group contributed to performance, while a U.S.-based manufacturer was a 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.

News + Insights

Eric Liu news image

News

New Co-Portfolio Manager for the Oakmark Global Fund

July 1, 2024

Eric Liu, co-portfolio manager of the Oakmark International and Oakmark Global Select Funds and a senior investment analyst at Harris Associates L.P., adviser to...

Eric Liu by the window

Insights

International equities: Finding value in Europe vs. Japan

May 6, 2024

Portfolio Manager Eric Liu explains why he sees more value opportunities in Europe than Japan.

Eric Liu by the window

Insights

Regulatory Changes in China and Our Approach to Risk Management

November 1, 2021

Portfolio Manager Eric Liu discusses how Oakmark measures risk in Chinese equity markets.

We do value investing differently

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.