News
Oakmark Equity and Income Fund wins 2024 LSEG Lipper Fund Award
March 14, 2024
The Oakmark Equity and Income Fund is honored to receive a 2024 LSEG Lipper Fund Award for best mixed-asset target allocation moderate fund over...
Partner and Portfolio Manager
Colin Hudson has been a manager of the Oakmark Bond Fund since 2020, the Oakmark Equity and Income Fund since 2013, and the Oakmark Global Fund and Oakmark Global Select Fund since 2022. He is also an equity investment analyst at Harris Associates and a vice president of the Oakmark Funds.
He started at Harris Associates in 2005 after serving as director of research at Hilliard, Lyons Asset Management. Prior to that, he was an investment analyst at Wallington Asset Management.
Mr. Hudson earned a B.A. degree in economics at DePauw University (1992) and a M.S. in geology (1996) and an M.B.A. (1999) from Indiana University.
News
March 14, 2024
The Oakmark Equity and Income Fund is honored to receive a 2024 LSEG Lipper Fund Award for best mixed-asset target allocation moderate fund over...
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: First Calendar Quarter 2024
March 31, 2024
A German bus and truck manufacturer was a top contributor to the Fund’s performance during the quarter, while a wealth manager based in the U.K. was a top detractor.
Oakmark Global Select Fund: First Calendar Quarter 2024
March 31, 2024
A top contributor to the Fund’s performance was a U.S.-based fintech and payments company, while a top detractor was a U.S.-based telecommunications company.
Oakmark Equity and Income Fund: First Calendar Quarter 2024
March 31, 2024
Higher interest rates have improved the opportunities available in fixed income securities, and we currently see a more balanced risk-reward value proposition between equities and fixed income than we have in some time.