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
Kevin Grant has been a manager of the Oakmark Fund since 2000. He is also an investment analyst on the U.S. research team at Harris Associates, which he joined in 1988, and is an executive vice president of the Oakmark Funds.
Mr. Grant earned an M.B.A. from Loyola University of Chicago (1991) and a B.S. in computer science from the University of Wisconsin (1987).
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.
Commentary
Oakmark Fund: Second Quarter 2020
July 8, 2020
The heightened market volatility has afforded us the opportunity to upgrade the portfolio by rebalancing existing positions and adding new ideas that offer compelling risk-adjusted return potential.
Oakmark Fund: First Quarter 2020
March 31, 2020
Significant market volatility pushed share prices well below our estimates of intrinsic value and, therefore, we believe our portfolio is more discounted today than it was before the downturn. This has given us the...
Oakmark Fund: Fourth Quarter 2019
December 31, 2019
We were encouraged that investors rewarded several of our key holdings within the financials sector, our largest and top contributing sector during the fourth quarter