News
Tony Coniaris and John Sitarz on “Business Breakdowns” (12.06.23)
December 6, 2023
Portfolio Managers Tony Coniaris and John Sitarz do a deep dive on the cable industry and share why they see value in a communication...
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).
News
December 6, 2023
Portfolio Managers Tony Coniaris and John Sitarz do a deep dive on the cable industry and share why they see value in a communication...
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: Fourth Calendar Quarter 2023
December 31, 2023
The top contributor to the Fund’s performance was a company that specializes in consumer finance, while a top detractor was a life science company with pharmaceuticals, consumer health and crop science divisions.
Oakmark Global Select Fund: Fourth Calendar Quarter 2023
December 31, 2023
A top contributor to the Fund’s performance was a company that specializes in consumer finance, while a top detractor was a life science company with pharmaceuticals, consumer health and crop science divisions.
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.