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Oakmark Select Fund Class Advisor (OAYLX)

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71.23 +0.07    +0.10%
24/05 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 3.16B
Type:  Fund
Market:  United States
Asset Class:  Equity
Oakmark Select Advisor 71.23 +0.07 +0.10%

OAYLX Overview

 
On this page you'll find an in-depth profile of Oakmark Select Fund Class Advisor. Learn about the key management, total assets, investment strategy and contact information of OAYLX among other information.
Category

Large Value

Total Assets

3.16B

Expenses

0.88%

Inception Date

42704

Investment Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio and as a result, a higher percentage of the fund's total assets may at times be invested in a particular sector or industry. It generally invests in the securities of large- and mid-capitalization companies. The fund uses a value investment philosophy in selecting equity securities. It is non-diversified.

Contact Information

Address P.O. Box 219558
Kansas City,MO 64121-9558
United States
Phone 1-617-483-8327

Top Executives

Name Title Since Until
Robert F. Bierig Partner, Portfolio Manager and U.S. Investment Analyst 2022 Now
Biography BA (Duke University, 2000) Managing Principal at Amethyst Capital Management (2011); Managing Director at GEICO Investments (2007-10); Investor at Frist Capital (2005-07); Investment Analyst at ESL Investments (2002-05); Investment Banking Analyst at Morgan Stanley (2000-02)
Alex E. Fitch Partner, Director of U.S. Research, PM and U.S. Investment A 2022 Now
Biography - Vice President of the Oakmark Funds - Portfolio Manager of the Oakmark Select Fund and the Oakmark Equity and Income Fund - Portfolio Manager of the U.S. Concentrated and Equity and Income Strategies - BA (DePauw University, 2010) - Associate Director of U.S. Research with Harris Associates (2019-20); U.S. Investment Analyst with Harris Associates (2013-2019); Research Associate with Harris Associates (2011-13); Analyst at UBS (2010-11)
William C. Nygren Partner, Vice President, CIO, Portfolio Manager and U.S. Investment Analyst 1996 Now
Biography William Nygren is a Partner and Portfolio Manager at Harris Associates L.P. He joined Harris Associates in 1983 as an investment analyst and later served as the firm’s director of research. Previously, he was an investment analyst with Northwestern Mutual Life Insurance Company. Mr. Nygren earned a BS in accounting from the University of Minnesota (1980) and an MS in finance from the University of Wisconsin – Madison’s Applied Security Analysis Program (1981). He is a CFA® charterholder.
Anthony P. Coniaris Co-Chairman 2013 2024
Biography Anthony P. Coniaris, is the Co-Chairman, Portfolio Manager and an Analyst at Harris. He started at Harris Associates as a Research Associate in 1999 and became an analyst in 2003. He received an M.B.A. from Northwestern University (2005) and a B.A. in Business/Economics from Wheaton College (1999).
Thomas W. Murray Vice President 2013 2021
Biography Thomas W. Murray is a Vice President, Director of U.S. Research, portfolio manager and analyst of Harris Associates L.P.. He joined Harris Associates L.P. in 2003. He has a B.A. from the University of North Carolina (1992) and an M.B.A. from Georgia State University (1996).
Henry Berghoef Portfolio Manager 2000 2012
Biography Berghoef is portfolio manager and director of research with Harris Associates L.P., his employer since 1994. Prior to 1994, he was an investment analyst with Kirr, Marbach & Company from 1990 to 1993. Prior to that, he was an equity analyst with Geico Corporation from 1985 to 1990. Berghoef holds the Chartered Financial Analyst designation.
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