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...
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: Third Calendar Quarter 2025
September 30, 2025
At the sector level, the largest contributors to performance were communication services and energy, while consumer staples and consumer discretionary were the largest detractors.
Oakmark Equity and Income Fund: Third Calendar Quarter 2025
September 30, 2025
At the sector level for the equity portfolio, the largest contributors to performance were communication services and energy, while consumer staples and health care were the largest detractors.
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.