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.

Harris Associates

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
312-646-3600

Clyde McGregor- Portfolio Manager- Headshot

Clyde S. McGregor, CFA

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.

Funds under management

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.

News + Insights

Equity and Income ticker image

News

Oakmark Equity and Income Fund 25th Anniversary Retrospective

November 5, 2020

Portfolio Manager Clyde McGregor commemorates the 25th anniversary of Oakmark Equity and Income by reflecting on the Fund’s history.

Clyde McGregor in front of a window

Insights

Oakmark Equity and Income Fund Second-Quarter 2020 Market 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.

Looking up beside several skyscrapers

News

Oakmark Global 20th Anniversary Retrospective

August 12, 2019

Portfolio Manager Clyde McGregor commemorates the 20th anniversary of Oakmark Global by reflecting on the Fund’s history from inception onward.

We do value investing differently

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.