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, the Oakmark Equity and Income Fund since 2022 and the Oakmark U.S. Large Cap ETF since 2024. 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.