Robert F. Bierig
Partner and Portfolio Manager
Robert Bierig has been a manager of the Oakmark Fund and the Oakmark Select Fund since 2022. 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).
Commentary
Oakmark Fund: Fourth Calendar Quarter 2023
December 31, 2023
As things stand today, we believe the value opportunity is at least as good as it was at the start of 2022. As long-term value investors, this opportunity excites us.
Oakmark Select Fund: Fourth Calendar Quarter 2023
December 31, 2023
We added significantly to information technology stocks early in 2023 as we believed the stocks were priced well below their intrinsic values. These holdings performed well and their stock prices have generally increased faster...
Oakmark Fund: Third Quarter 2023 and Fiscal Year-End
September 30, 2023
Amid the current market backdrop, we are finding cheap stocks on traditional value metrics that we expect to drive attractive risk-adjusted returns over the long term.