Management |
Domicile | United Kingdom | Legal Structure | Open Ended Investment Company | UCITS | Yes | Inception Date | 07/07/2014 | | Fund Advisor(s) | Harris Associates L.P. |
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Fund Manager | Michael Manelli | Manager Start Date | 07/07/2014 | Career Start Year | 2000 |
Education | 2000, University of Iowa, B.B.A. |
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Biography |
- Vice President of The Oakmark Funds
- Portfolio Manager of the Oakmark International Fund and the Oakmark International Small Cap Fund
- Portfolio Manager of International and International Small Cap Strategies
- BBA (University of Iowa, 2000)
- Research Associate/Analyst at Morgan Stanley (2001-05) |
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Fund Manager | Anthony Coniaris | Manager Start Date | 07/07/2014 |
Education | 1999, Wheaton College, B.A. | 2005, Northwestern University, M.B.A. |
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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). |
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Fund Manager | Robert Bierig | Manager Start Date | 07/07/2014 |
Education | 2000, Duke University, B.A. |
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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) |
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Fund Manager | Eric Liu | Manager Start Date | 01/01/2017 | Career Start Year | 2002 |
Education | 2001, University of California–Los Angeles, B.A. | 2009, University of Chicago, M.B.A. |
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Biography |
- Vice President of the Oakmark Funds
- Portfolio Manager of the Oakmark Global Select Fund and the Oakmark International Fund
- Portfolio Manager of the Global, Global Concentrated, International and Japan Strategies
- BA (University of California Los Angeles, 2001)
- MBA (University of Chicago, 2009)
- Research Associate at Dodge & Cox (2004-07); Investment Banking Analyst at Jefferies & Company (2002-04) |
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Fund Manager | David Herro | Manager Start Date | 07/07/2014 | Career Start Year | 1985 |
Education | 1983, University of Wisconsin-Platteville, B.S. | 1985, University of Wisconsin–Milwaukee, M.A. |
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Biography |
- Vice President of The Oakmark Funds
- Portfolio Manager of the Oakmark International Fund, the Oakmark International Small Cap Fund, the Oakmark Global Fund and the Oakmark Global Select Fund
- Portfolio Manager of the International, International Small Cap, Japan, Global All Cap, Global and Global Concentrated Strategies
- BS (University of Wisconsin-Platteville, 1983)
- MA (University of Wisconsin-Milwaukee, 1985)
- Portfolio Manager specializing in developing and managing international portfolios for the State of Wisconsin Investment Board (1989-92), and The Principal Financial Group (1986-89) |
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Fund Manager | M. Colin Hudson | Manager Start Date | 07/07/2014 | Career Start Year | 1998 |
Education | 1992, DePauw University, B.A. | 1999, Indiana University, M.B.A. | 1996, Indiana University, M.S. |
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Biography |
- Vice President of The Oakmark Funds
- Portfolio Manager of the Oakmark Global Fund, the Oakmark Global Select Fund, the Oakmark Equity and Income Fund and the Oakmark Bond Fund
- Portfolio Manager of the Global All Cap, Global, Global Concentrated, Equity and Income and Fixed Income Strategies
- BA (DePauw University, 1992)
- MS (Indiana University, 1996)
- MBA (Indiana University, 1999)
- Vice President and Director of Research at Hilliard Lyons Asset Management (1999-2005); Investment Analyst at Wallington Asset Management (1998-99) |