May 14, 2019
Portfolio Managers Clyde McGregor and Colin Hudson discuss how the Oakmark Equity and Income Fund distinguishes itself from other balanced portfolios and target date...
Partner and Portfolio Manager
Colin Hudson has been a co-manager of the Oakmark Equity and Income Fund since 2013. He is also an 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 for 2020. As long-term investors, we don’t think it matters.