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 2024
September 30, 2024
This quarter, a U.K. wealth manager was the top contributor, while a France-headquartered luxury goods company was the top detractor.
Oakmark Global Select Fund: Third Calendar Quarter 2024
September 30, 2024
This quarter, a China-headquartered consumer discretionary company was the top contributor, while a South-Korea headquartered technology company was the top detractor.
Oakmark Global Fund: Second Calendar Quarter 2024
June 30, 2024
This quarter, a U.S.-based communication services company was a top contributor, while a U.S. agriculture and construction equipment manufacturer was a detractor.