Insights
International equities: Why we are optimistic
October 15, 2024
Oakmark Portfolio Managers David Herro and Eric Liu discuss how macro and geopolitical events may impact international stocks in the short term and why...
Partner and Portfolio Manager
Eric Liu has been a manager of the Oakmark Global Select Fund since 2016, the Oakmark International Fund since 2023 and the Oakmark Global Fund since 2024. He is also an investment analyst on the international research team and a vice president of the Oakmark Funds.
He joined Harris Associates in 2009 after serving as a research associate at Dodge & Cox and an investment banking analyst at Jefferies & Company.
Mr. Liu earned a B.A. degree in economics and philosophy from the University of California Los Angeles (2001) and an M.B.A. from the University of Chicago (2009).
Insights
October 15, 2024
Oakmark Portfolio Managers David Herro and Eric Liu discuss how macro and geopolitical events may impact international stocks in the short term and why...
Insights
October 14, 2024
Portfolio Manager Eric Liu discusses Harris | Oakmark’s long-term outlook and how it’s used to identify opportunities in international equities.
News
July 1, 2024
Eric Liu, co-portfolio manager of the Oakmark International and Oakmark Global Select Funds and a senior investment analyst at Harris Associates L.P., adviser to...
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 Select Fund: Third Calendar Quarter 2024
September 30, 2024
This quarter, a China-headquartered consumer discretionary company was the top contributor, while a South-Korea headquartered technology company was the top detractor.
Oakmark International Fund: Third Calendar Quarter 2024
September 30, 2024
This quarter, a China-headquartered consumer discretionary company was the top contributor, while a France-headquartered luxury goods company was the top detractor.
Oakmark Global Select Fund: Second Calendar Quarter 2024
June 30, 2024
This quarter, a U.S.-based communication services company was a top contributor, while a U.S. agriculture and construction equipment manufacturer was a detractor.