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
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: 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...
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...