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 Oamark 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 24, 2023
Portfolio Managers Alex Fitch and Robert Bierig share why the market’s desire for low risk stocks has created an exploitable opportunity for mispriced companies.
News
June 7, 2023
Portfolio Managers Bill Nygren and Alex Fitch discussed the financials sector, including where they see opportunity today, during the “Business Breakdowns” podcast.
News
December 29, 2022
Portfolio Managers Bill Nygren and Alex Fitch appeared on the “We Study Billionaires” podcast to discuss navigating the current market environment and provide examples...
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 2023
June 30, 2023
Our focus on intrinsic value often enables us to unearth undervalued investment opportunities that are not easily captured by traditional value metrics.
Oakmark Equity and Income Fund: Second Calendar Quarter 2023
June 30, 2023
We have managed the Equity and Income Fund in the same manner for its nearly 28-year existence. Our understanding of how to determine value continues to evolve, but our fundamental principles remain constant. We...
Oakmark Select Fund: First Calendar Quarter 2023
March 31, 2023
During the quarter, the largest contributing sectors were communication services and information technology. The largest detracting sectors were energy and real estate.