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Oakmark Global Fund Class Institutional (OANGX)

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33.95 -0.34    -0.99%
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: 328.51M
Oakmark Global Institutional 33.95 -0.34 -0.99%

OANGX概述

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

World Large-Stock Value

总资产

328.51M

费用

0.90%

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
Eric Liu Partner, VP, PM & Senior International Investment Analyst 2024 now
背景介紹 • Vice President of the Oakmark Funds • Portfolio Manager of the Oakmark Global Fund, the Oakmark Global Select Fund and the Oakmark International Fund • Portfolio Manager of the Global All Cap, 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)
John A. Sitarz Partner, Portfolio Manager and U.S. Investment Analyst 2022 now
背景介紹 John Sitarz is a Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He is a Portfolio Manager of the Global All Cap, Global and Global Concentrated Strategies. Prior to joining Harris Associates in 2013, he was an Audit Senior Assistant at Deloitte & Touche. John has a BS from the University of Denver.
M. Colin Hudson Partner, Vice President, Portfolio Manager and U.S. Investment Analyst 2022 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.
Anthony P. Coniaris Co-Chairman 2016 now
背景介紹 Tony Coniaris is Chairman and a Portfolio Manager at Harris Associates L.P. He is a Portfolio Manager of the U.S. Equity, U.S. Concentrated, Global All Cap, Global and Global Concentrated Strategies. He joined Harris Associates in 1999. Tony has an MBA from Northwestern University and a BA from Wheaton College.
David G. Herro Partner, Deputy Chairman 2016 now
背景介紹 David Herro is the Deputy Chairman, Chief Investment Officer of International Equities and a Portfolio Manager at Harris Associates L.P. He is a Portfolio Manager of the International, International Small Cap, Japan, Global All Cap, Global and Global Concentrated Strategies. Prior to joining Harris Associates in 1992, David was a Portfolio Manager for the State of Wisconsin Investment Board and a Portfolio Manager for The Principal Financial Group. David has an MA from the University of Wisconsin-Milwaukee and a BS from the University of Wisconsin-Platteville.
Jason E. Long Partner, Portfolio Manager & Senior International Investment Analyst 2016 2024
背景介紹 Jason Long is a Portfolio Manager and Senior International Investment Analyst at Harris Associates L.P. He is a Portfolio Manager of the Global All Cap Strategy. Prior to joining Harris Associates in 2011, Jason was formerly a Senior Research Analyst at Security Global Investors, a Partner at Carmel Capital Partners, an International Investment Analyst at Harris Associates L.P. and a Senior Research Associate at Brandes Investment Partners. Jason has a BA from San Diego State University.
Clyde S. McGregor Partner, Vice President and Portfolio Manager 2003 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)
Robert A. Taylor Director 2005 2016
背景介紹 Robert A.Taylor, CFA Rob Taylor has been a manager of the Oakmark Global Fund (OAKGX) since 2005 and the Oakmark International Fund (OAKIX) since 2008. He is also Director of International Research at Harris Associates, which he joined in 1994. Mr. Taylor received a B.B.A. from the University of Wisconsin (1994).
Michael J. Welsh Partner 1999 2005
背景介紹 Michael J. Welsh, CFA, CPA Partner, Director of International Research and Portfolio Manager of The Oakmark International Fund, The Oakmark International Small Cap Fund, The Oakmark Global Fund. Welsh has a BS from the University of Kansas (1985) and an MBA from Northwestern University (1993). Formerly a Senior Associate of Valuation Services with Coopers & Lybrand, 1990-92; and Consultant, Valuation Services with Price Waterhouse, 1985-90. Welsh has sixteen years of investment experience. He joined Harris Associates in 1992.
Gregory L. Jackson Co-Chief Investment Officer 1999 2003
背景介紹 Greg L. Jackson has years of investment experience. Prior to co-founding Jackson Park in 2012, Mr. Jackson served as Senior Portfolio Manager at Ensign Peak Advisors from 2011 to 2012. From 2003 to 2011, he was Co-Chief Investment Officer of Blum Capital Partners, L.P. From 1998 to 2003, Mr. Jackson was a Partner at Harris Associates, L.P. and he was also a Partner and Portfolio Manager at Yacktman Asset Management.
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