Insights
Two sides of the same (bit)coin
December 12, 2024
Some companies are issuing shares and some are repurchasing them – why it all makes sense right now.
Partner and Portfolio Manager
Tony Coniaris has been a manager of the Oakmark Global Fund and the Oakmark Global Select Fund since 2016. He was a manager Oakmark Select Fund from 2013 to 2023. Mr. Coniaris is also an executive vice president of the Oakmark Funds.
He started at Harris Associates as a research associate in 1999 and became an analyst in 2003.
Mr. Coniaris received an M.B.A. from Northwestern University (2005) and a B.A. in business/economics from Wheaton College (1999).
Insights
December 12, 2024
Some companies are issuing shares and some are repurchasing them – why it all makes sense right now.
News
September 26, 2024
Chairman and Portfolio Manager Tony Coniaris talked about what falling interest rates mean for financial holdings during a CNBC “Money Movers” interview.
News
May 9, 2024
Portfolio Manager Tony Coniaris joins CNBC’s ‘Money Movers’ to discuss Q1 earnings reports, top picks and more.
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 Global Fund: Third Calendar Quarter 2024
September 30, 2024
This quarter, a U.K. wealth manager was the top contributor, while a France-headquartered luxury goods company was the top detractor.
Oakmark Global Select Fund: Third Calendar Quarter 2024
September 30, 2024
This quarter, a China-headquartered consumer discretionary company was the top contributor, while a South-Korea headquartered technology company was the top detractor.
Oakmark Global Fund: Second Calendar Quarter 2024
June 30, 2024
This quarter, a U.S.-based communication services company was a top contributor, while a U.S. agriculture and construction equipment manufacturer was a detractor.