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.

Harris Associates

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
312-646-3600

Eric Liu portrait

Eric Liu, CFA

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).

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.

News + Insights

David Herro and Eric Liu image

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...

Eric Liu by the window

Insights

International value investing: It pays to be patient

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.

Eric Liu news image

News

New Co-Portfolio Manager for the Oakmark Global Fund

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...

We do value investing differently

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.