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 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.
Insights
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...
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 Equity and Income Fund: Fourth Quarter 2019
December 31, 2019
We well know the danger of “value traps,” i.e., businesses priced cheaply because their business value is deteriorating over time. Long before Harris Associates introduced the Oakmark family of mutual funds, the firm developed...
Oakmark Equity and Income Fund: Third Quarter 2019
September 30, 2019
The repo market is sometimes referred to as part of the plumbing inside the financial system. In 2007, the fact that the entire system had become clogged with bad securities became evident in that...
Oakmark Equity and Income Fund: Second Quarter 2019
June 30, 2019
As value investors, our understanding of value evolves as the investing environment changes. Although the current term structure of interest rates is far from ideal, it is our charge to succeed for our shareholders...