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: Fourth Quarter 2020
December 31, 2020
Enthusiasm about the efficacy and timing of the Covid-19 vaccines benefitted many of our most economically sensitive, cyclical holdings during the quarter.
Oakmark Fund: Third Quarter 2020
September 30, 2020
Our disciplined investment process and long-term focus enable us to capitalize on dislocations between stock price and business value without having to speculate about short-term catalysts or to manage to a specific benchmark.
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.