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 and the Oakmark International Fund since 2023. 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: First Calendar Quarter 2024

March 31, 2024

A top contributor to the Fund’s performance was a U.S.-based fintech and payments company, while a top detractor was a U.S.-based telecommunications company.

Oakmark International Fund: First Calendar Quarter 2024

March 31, 2024

A German bus and truck manufacturer was a top contributor during the quarter, while a German pharmaceutical company was a top detractor.

Oakmark Global Select Fund: Fourth Calendar Quarter 2023

December 31, 2023

A top contributor to the Fund’s performance was a company that specializes in consumer finance, while a top detractor was a life science company with pharmaceuticals, consumer health and crop science divisions.

News + Insights

Eric Liu by the window

News

New Co-Portfolio Manager for the Oakmark International Fund

August 1, 2023

Eric Liu, co-portfolio manager of the Oakmark Global Select Fund and a senior investment analyst at Harris Associates, has been appointed co-portfolio manager of...

Eric Liu by the window

Insights

Regulatory Changes in China and Our Approach to Risk Management

November 1, 2021

Portfolio Manager Eric Liu discusses how Oakmark measures risk in Chinese equity markets.

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.

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.