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- Portfolio Manager- Headshots

Eric Liu, CFA

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).

Funds under management

Commentary

Oakmark Global Select Fund: Third Quarter 2020

September 30, 2020

A global luxury automotive and truck manufacturer based in Germany was the largest contributor to the Fund’s quarterly performance while a German-based company with sizable businesses in pharmaceuticals, agricultural productivity and consumer health products...

Oakmark Global Select Fund: Second Quarter 2020

July 8, 2020

The top contributor to the Fund’s performance was a multinational conglomerate, while the largest detractor was a dominant retail bank in the U.K.

Oakmark Global Select Fund: First Quarter 2020

March 31, 2020

The market volatility provided an opportunity to add two new holdings to the Fund this quarter: a provider of online travel services that is based in the U.S. and a Southern Korean search engine...

News + Insights

David Herro and the team meeting in a conference room.

News

Value Investor Insight: “Cycling Through”

October 30, 2020

Portfolio Managers David Herro and Eric Liu talked about today’s opportunity set and where they’re currently finding value in a Value Investor Insight interview....

Justin Hance- Portfolio Manager- Working at his desk

Insights

The Weekly Meeting

September 19, 2019

Portfolio Managers Justin Hance and Eric Liu share why the weekly research team meeting helps to fully vet new investment ideas.

Earth Globe resting in a hand

Insights

Investing Globally

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...

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 for 2020. As long-term investors, we don’t think it matters.