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.
Partner and Portfolio Manager
Eric Liu has been a manager of the Oakmark Global Select Fund since 2016 and the Oakmark International Fund since 2023. 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).
Insights
November 1, 2021
Portfolio Manager Eric Liu discusses how Oakmark measures risk in Chinese equity markets.
Insights
September 19, 2019
Portfolio Managers Justin Hance and Eric Liu share why the weekly research team meeting helps to fully vet new investment ideas.
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 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 International Fund: First Calendar Quarter 2024
March 31, 2024
A German bus and truck manufacturer was a top contributor during the quarter, while a German pharmaceutical company was a top detractor.
Oakmark Global Select Fund: Fourth Calendar Quarter 2023
December 31, 2023
A 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.