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.
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
John Sitarz has been a manager for the Oakmark Global Fund and the Oakmark Global Select Fund since 2022. He is also an investment analyst at Harris Associates and a vice president of the Oakmark Funds.
He joined Harris Associates in 2013. During his time at the firm, he has served as a research associate and assistant. Prior to that he was an audit senior assistant at Deloitte & Touche.
Mr. Sitarz earned B.S. degrees in accounting and business administration from the University of Denver (2012).
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 Calendar Quarter 2025
September 30, 2025
At the sector level, the largest contributors to performance were consumer discretionary and information technology, while industrials and consumer staples were the largest detractors.
Oakmark Global Select Fund: Third Calendar Quarter 2025
September 30, 2025
At the sector level, the largest contributors to performance were consumer discretionary and consumer staples, while industrials and financials were the only detractors.
Oakmark Global Fund: Second Calendar Quarter 2025
June 30, 2025
The portfolio had a higher level of activity this quarter with market volatility providing an opportunity to reposition. A global transportation and logistics company was the top contributor, while a health care equipment company...