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
Clyde McGregor has been a manager of the Oakmark Equity and Income Fund since 1995 and the Oakmark Global Fund since 2003. He joined Harris Associates in 1981 and is also a vice president of the Oakmark Funds.
In 2011, Mr. McGregor became the first recipient of the Lipper Award for Fund Excellence, presented to investment managers for achievements over their career.
He holds an M.B.A. in finance from the University of Wisconsin (1977) and a B.A. in economics and religion from Oberlin College (1974).
The Lipper Fund Awards are part of the Thomson Reuters Awards for Excellence, a global family of awards that celebrate exceptional performance throughout the professional investment community. The Thomson Reuters Awards for Excellence recognize the world’s top funds, fund management firms, sell-side firms, research analysts, and investor relations teams.
News
November 5, 2020
Portfolio Manager Clyde McGregor commemorates the 25th anniversary of Oakmark Equity and Income by reflecting on the Fund’s history.
News
August 12, 2019
Portfolio Manager Clyde McGregor commemorates the 20th anniversary of Oakmark Global by reflecting on the Fund’s history from inception onward.
Insights
May 14, 2019
Portfolio Managers Clyde McGregor and Colin Hudson discuss how the Oakmark Equity and Income Fund distinguishes itself from other balanced portfolios and target date...
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 for 2020. As long-term investors, we don’t think it matters.
Commentary
Oakmark Global Fund: First Quarter 2022
March 31, 2022
Increased market volatility spurred a bit more portfolio turnover as we redeployed capital into securities that possessed more attractive risk-return profiles.
Oakmark Equity and Income Fund: First Quarter 2022
March 31, 2022
We were unusually active in the quarter as increased price volatility provided us with what we viewed as attractive opportunities. As interest rates rose, we added to the fixed income allocation and increased the...
Oakmark Global Fund: Fourth Quarter 2021
December 31, 2021
When we wrote this Fund’s report one year ago, several promising Covid-19 vaccines offered renewed hope. One year later, we realize that the pandemic fight will be a more protracted battle with ups and...