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 during the next election cycle. As long-term investors, we don’t think it matters.
Commentary
Oakmark Global Fund: Third Quarter 2023 and Fiscal Year-End
September 30, 2023
A U.S. telecommunications and mass media company was a top contributor for the quarter, while the largest wealth manager in the U.K. was a top detractor.
Oakmark Global Fund: Second Calendar Quarter 2023
June 30, 2023
During the quarter, we initiated new positions in three companies and eliminated our positions in four companies.
Oakmark Global Fund: First Calendar Quarter 2023
March 31, 2023
Given the volatility in the quarter, we were more active than usual adding six new names and selling seven.