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
Eric Liu has been a manager of the Oakmark Global Select Fund since 2016. 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
November 1, 2021
Portfolio Manager Eric Liu discusses how Oakmark measures risk in Chinese equity markets.
Insights
September 19, 2019
Portfolio Managers Justin Hance and Eric Liu share why the weekly research team meeting helps to fully vet new investment ideas.
Insights
December 3, 2018
Portfolio Managers Tony Coniaris and Eric Liu discuss how Oakmark’s analyst-driven investment process, concentrated portfolios and focus on intrinsic value are applied to the...
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 Global Select Fund: Fourth Quarter 2022
December 31, 2022
A top contributor to the Fund’s performance was the largest operator of for-profit hospitals and related health care services in the U.S., while a top detractor was a U.S.-based global leader in e-commerce and...
Oakmark Global Select Fund: Third Quarter 2022 and Fiscal Year-End
September 30, 2022
A U.S. subscription streaming service and production company was a top contributor to the Fund’s quarterly performance, while a U.S. telecommunications and mass media company was a top detractor.
Oakmark Global Select Fund: Second Quarter 2022
June 30, 2022
A top contributor to the Fund’s performance was a global internet and technology company based in the Netherlands, while a top detractor was a U.S.-based communication services provider.