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.
News
November 5, 2020
Portfolio Manager Clyde McGregor commemorates the 25th anniversary of Oakmark Equity and Income by reflecting on the Fund’s history.
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.
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: Third Quarter 2020
September 30, 2020
We believe that balanced funds fill an important role for many investors and that a value-oriented fund, such as Equity and Income, has the potential to meet investor needs even in the current environment.
Oakmark Equity and Income Fund: Second Quarter 2020
July 8, 2020
Although these are unusual times, Oakmark is still practicing the same value philosophy it always has. Our analysts are paying especially close attention to balance sheets along with companies’ cash needs over the next...
Oakmark Equity and Income Fund: First Quarter 2020
March 31, 2020
Market turmoil has affected the Fund’s asset allocation, and we are working to realign the portfolio appropriately. Our most important advice to clients during this tumultuous time is to take the same action we...