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
June 30, 2023
Portfolio Managers Clyde McGregor and Mike Nicolas discuss the firm’s investment philosophy and process, how they define value, and where they find opportunity today...
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.
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 Global Fund: Third Quarter 2023 and Fiscal Year-End
September 30, 2023
A U.S. telecommunications and mass media company was a top contributor for the quarter, while the largest wealth manager in the U.K. was a top detractor.
Oakmark Equity and Income Fund: Third Quarter 2023 and Fiscal Year-End
September 30, 2023
We go where the value leads us. And just as we shift weightings depending on the opportunity set across asset classes, we shift our portfolios to take advantage of the best opportunities within asset...
Oakmark Global Fund: Second Calendar Quarter 2023
June 30, 2023
During the quarter, we initiated new positions in three companies and eliminated our positions in four companies.