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Oakmark Equity and Income Fund Class Institutional (OANBX)

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37.44 -0.12    -0.32%
26/11 - 延迟数据. USD 货币
类型:  基金
市场:  美国
发行商:  Oakmark
资产类别:  股票
  • 晨星评级:
  • 总资产: 1.2B
Oakmark Equity and Income Institutional 37.44 -0.12 -0.32%

OANBX概述

 
本页面提供Oakmark Equity and Income Fund Class Institutional的详细介绍,帮助您了解OANBX的高管、总资产、投资策略和联系方式等信息。
种类

Allocation--50% to 70% Equity

总资产

1.2B

费用

0.59%

开始日期

42704

联络信息

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

高管

名称 标题 任期
Alex E. Fitch Partner, Director of U.S. Research, PM and U.S. Investment A 2022 now
背景介紹 - 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)
Michael A. Nicolas Partner, Portfolio Manager & U.S. Investment Analyst 2022 now
背景介紹 Michael Nicolas is a Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He joined Harris Associates in 2013. He is a Portfolio Manager of the U.S. Equity and Equity and Income Strategies. Prior to joining Harris Associates, Michael was a Managing Director at Lakeview Investment Group. Michael has a BA from the University of Wisconsin-Madison.
Adam D. Abbas Portfolio Manager 2020 now
背景介紹 - Vice President of the Oakmark Funds - Portfolio Manager of the Oakmark Equity and Income Fund and the Oakmark Bond Fund - Portfolio Manager of the Equity and Income and Fixed Income Strategies - BS (Northwestern University, 2004) - MBA (University of Chicago, 2013) - Senior Fixed Income Analyst with Harris Associates (2018-20); Lead Portfolio Manager at KVK Credit Opportunity Fund LP (2016-18); Portfolio Manager at Driehaus Capital Management (2010-15); Senior Research Analyst at Neuberger Berman/Lehman Brothers (2006-10); Analyst at Huron Consulting Group (2004-06)
M. Colin Hudson Partner, Vice President, Portfolio Manager and U.S. Investment Analyst 2013 now
背景介紹 M. Colin Hudson is a Vice President, Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He is a Portfolio Manager of the Global All Cap, Global, Global Concentrated, Equity and Income and Fixed Income Strategies. Prior to joining Harris Associates in 2005, Colin was the Vice President and Director of Research at Hilliard Lyons Asset Management and an Investment Analyst at Wallington Asset Management. Colin has an MBA and an MS from Indiana University and a BA from DePauw University.
Clyde S. McGregor Partner, Vice President and Portfolio Manager 1995 2024
背景介紹 - Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark Equity and Income Fund and the Oakmark Global Fund - Portfolio Manager of Private Client, Equity and Income and Global All Cap Strategies - BA (Oberlin College, 1974) - MBA (University of Wisconsin-Madison, 1977) - Investment Officer of the Northern Trust Company (1977-81)
Edward J. Wojciechowski Portfolio Manager and U.S. Investment Analyst 2013 2020
背景介紹 Edward J. Wojciechowski, CFA, is a portfolio manager and analyst of Harris Associates L.P.. He joined Harris Associates L.P. in 2005. He holds a B.S. in Finance and Economics from Marquette University (1995).
Matthew A. Logan Analyst 2013 2016
背景介紹 Matthew A.Logan, CFA Matt Logan has been a co-manager of the Oakmark Equity and Income Fund (OAKBX) since 2013. He is also an Investment Analyst at Harris Associates. Mr. Logan began his career at Harris Associates as a Research Associate in 2006 before joining the analyst team in 2009. He received a B.S. in Business from Babson College (2006).
Edward Studzinski Portfolio Manager 2000 2011
背景介紹 "■ Edward Studzinski, CFA, is a portfolio manager of the Mutual Fund. He has a B.A. from Boston College, a J.D. from Duke University, and an M.B.A. from Northwestern University. Mr. Studzinski has been an investment professional since"
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