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
Jason Long has been a manager of the Oakmark Global Fund since 2016. He is also an investment analyst on the international research team and a vice president of the Oakmark Funds.
He rejoined Harris in 2011 after having previously worked at the firm as an international investment analyst from 2004 to 2006. In addition, he served as a senior research analyst at Security Global Investors, partner at Capital Partners and senior research associate at Brandes Investment Partners.
Mr. Long earned a B.A. degree in finance and international economics from San Diego State University (1999).
Insights
March 24, 2020
The international team portfolio managers reflect on why we believe the Oakmark International Fund is positioned in strong banks in the European financials sector...
News
August 12, 2019
Portfolio Manager Clyde McGregor commemorates the 20th anniversary of Oakmark Global by reflecting on the Fund’s history from inception onward.
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 Fund: Second Quarter 2021
July 8, 2021
While academic thinking may change with the times, we base our investing on a factor that does not change—human nature. As long as human emotion works to cause mispricing of securities, we disciplined value...
Oakmark Global Fund: First Quarter 2021
March 31, 2021
During the quarter, we introduced five names to the portfolio and eliminated two. But this understates the actual activity level. We also pruned back 21 holdings as their prices increased.
Oakmark Global Fund: Fourth Quarter 2020
December 31, 2020
We were fairly active in the quarter, adding two new holdings to the portfolio while eliminating three.