News
Mike Nicolas on growing per share value over time on “The JRo Show”
March 15, 2024
Portfolio Manager Mike Nicolas discusses why growing per share value over time is a key tenant that helps to avoid value traps during an...
Partner and Portfolio Manager
Michael Nicolas has been a manager of the Oakmark Fund since 2020 and a manager of the Oakmark Equity and Income Fund since 2022. He is also an investment analyst at Harris Associates and a vice president of the Oakmark Funds.
He started at Harris Associates in 2013 after serving as a managing director at Lakeview Investment Group. Prior to that, he was a senior analyst at Stratford Advisory Group.
Mr. Nicolas earned a B.B.A. from the University of Wisconsin-Madison (2002).
News
March 15, 2024
Portfolio Manager Mike Nicolas discusses why growing per share value over time is a key tenant that helps to avoid value traps during an...
News
March 14, 2024
The Oakmark Equity and Income Fund is honored to receive a 2024 LSEG Lipper Fund Award for best mixed-asset target allocation moderate fund over...
News
March 11, 2024
Portfolio Manager Mike Nicolas discusses today’s opportunity set, makes a case for financials, and comments on value versus growth investing during a CNBC “Money...
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 Fund: Third Calendar Quarter 2024
September 30, 2024
We continue to find attractive investment opportunities across a wide variety of sectors amid the unusually wide spread between high P/E and low P/E stocks that exists today.
Oakmark Equity and Income Fund: Third Calendar Quarter 2024
September 30, 2024
We continue to find attractive investment opportunities across sectors and asset classes that meet our value investment criteria.
Oakmark Fund: Second Calendar Quarter 2024
June 30, 2024
Amid the unusually wide spread between high P/E and low P/E stocks that exists today, we are finding attractive investment opportunities across a diverse group of industries.