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.
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
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.
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: Fourth Calendar Quarter 2024
December 31, 2024
A top contributor to the Fund’s performance was a U.S.-headquartered consumer finance company, while a Germany-headquartered agriculture and pharma company was a top detractor.
Oakmark Global Select Fund: Fourth Calendar Quarter 2024
December 31, 2024
A top contributor to the Fund’s performance was a U.S.-headquartered consumer finance company, while a top detractor was a Germany-headquartered agriculture and pharma company.
Oakmark Equity and Income Fund: Fourth Calendar Quarter 2024
December 31, 2024
A top contributor to the Fund’s performance was a U.S.-headquartered communication services company, while a Swiss-based diversified metals and mining company was a top detractor.