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).
Insights
June 20, 2025
Harris | Oakmark Head of U.S. Research and Portfolio Manager Alex Fitch discusses product innovations that tend to emerge with new market cycles, and...
News
May 6, 2025
Director of U.S. Research and portfolio manager Alex Fitch discusses the complexities of investing, the importance of balancing ego and clear thinking, and the...
Insights
February 27, 2025
Portfolio Managers Alex Fitch, Robert Bierig and Mike Nicolas answer shareholder questions ranging from the impact of inflation and AI, to portfolio positioning and...
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: Second Calendar Quarter 2025
June 30, 2025
Market volatility early in the quarter provided an opportunity to reposition the portfolio. A communication services holding was the top contributor this quarter, while a health care holding was the top detractor.
Oakmark Equity and Income Fund: Second Calendar Quarter 2025
June 30, 2025
Market volatility early in the quarter provided an opportunity to reposition the portfolio. A financial holding was the top contributor this quarter, while a financial software and payment processing company was the top detractor.
Oakmark Select Fund: First Calendar Quarter 2025
March 31, 2025
With stock prices down, the team is taking advantage of the opportunity by seeking companies with attractive risk-adjusted returns. A financial services holding was a top contributor, while a technology company was a top...