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.
Insights
July 14, 2020
During a recent Conference Call Clyde McGregor and team shared some of their thoughts on the previous quarter and the current market environment.
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 for 2020. As long-term investors, we don’t think it matters.
Commentary
Oakmark Global Fund: First Quarter 2021
March 31, 2021
During the quarter, we introduced five names to the portfolio and eliminated two. But this understates the actual activity level. We also pruned back 21 holdings as their prices increased.
Oakmark Equity and Income Fund: First Quarter 2021
March 31, 2021
The rotation in value has produced opportunities in market sectors previously unrepresented in the portfolio. We were active in the quarter and initiated four new holdings, but our selling was limited to cutting back...
Oakmark Global Fund: Fourth Quarter 2020
December 31, 2020
We were fairly active in the quarter, adding two new holdings to the portfolio while eliminating three.