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

Jason Long- Portfolio Manager- Headshot

Jason E. Long, CFA

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).

Funds under management

Commentary

Oakmark Global Fund: Fourth Quarter 2022

December 31, 2022

There were two great lessons in the difficulty of predictions this year. First, professional market forecasters nailed their call on aggregate company fundamentals, but failed miserably at guessing the resulting stock prices. The second...

Oakmark Global Fund: Third Quarter 2022 and Fiscal Year-End

September 30, 2022

We believe the Global Fund’s diversification is a key attribute. Although our portfolio is diversified, we limit the number of holdings in the Fund so that it represents what we believe to be a...

Oakmark Global Fund: Second Quarter 2022

June 30, 2022

Market prices are more volatile than intrinsic value, and it is our job to prey upon this volatility. We have been active in the Fund, reallocating from issues that have outperformed to new opportunities...

News + Insights

Picture of coins and paper money

Insights

The Case for European Financials

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...

Looking up beside several skyscrapers

News

Oakmark Global 20th Anniversary Retrospective

August 12, 2019

Portfolio Manager Clyde McGregor commemorates the 20th anniversary of Oakmark Global by reflecting on the Fund’s history from inception onward.

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.