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 Oakmark 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
February 19, 2024
Portfolio Managers Alex Fitch and Mike Nicolas discuss how the firm defines value investing, its idea generation and research process, and how to estimate...
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: Fourth Calendar Quarter 2024
December 31, 2024
We believe the wide spread in valuation multiples provides our clients with both a margin of safety and the potential for superior future returns.
Oakmark Equity and Income Fund: Fourth Calendar Quarter 2024
December 31, 2024
A top contributor to the Fund’s performance was a U.S.-headquartered communication services company, while a Swiss-based diversified metals and mining company was a top detractor.
Oakmark Select Fund: Third Calendar Quarter 2024
September 30, 2024
We continue to find opportunities to purchase undervalued stocks across a diverse group of industries. Over the long term, we believe these investments can generate attractive returns for our clients.