Partner and Portfolio Manager
Robert Bierig has been a manager of the Oakmark Fund and the Oakmark Select Fund since 2022 and the Oakmark U.S. Large Cap ETF since 2024. He is also a portfolio manager and U.S. investment analyst at Harris Associates as well as a vice president of the Oakmark Funds.
He joined Harris Associates in 2012 after serving as managing principal at Amethyst Capital, managing director at GEICO Investments, investor at Frist Capital, investment analyst at ESL Investments and investment banking analyst at Morgan Stanley.
Mr. Bierig earned a B.A. in economics from Duke University (2000).
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 Select Fund: Third Calendar Quarter 2024
September 30, 2024
We continue to find opportunities to purchase undervalued stocks across a diverse group of industries. Over the long term, we believe these investments can generate attractive returns for our clients.
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.