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名称 | 标题 | 任期 | 至 |
---|---|---|---|
John A. Sitarz | Partner, Portfolio Manager and U.S. Investment Analyst | 2022 | now |
背景介紹 | - Vice President of the Oakmark Funds - Portfolio Manager of the Oakmark Global Fund and the Oakmark Global Select Fund - Portfolio Manager of the Global All Cap, Global and Global Concentrated Strategies - BS (University of Denver, 2012) - Research Associate with Harris Associates (2015-17); Research Assistant with Harris Associates (2013-15); Audit Senior Assistant at Deloitte & Touche (2012-13) | ||
M. Colin Hudson | Partner, Vice President, Portfolio Manager and U.S. Investment Analyst | 2022 | now |
背景介紹 | - 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) | ||
Anthony P. Coniaris | Co-Chairman | 2016 | now |
背景介紹 | 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). | ||
Jason E. Long | Partner, Portfolio Manager & Senior International Investment Analyst | 2016 | now |
背景介紹 | - Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark Global Fund - Portfolio Manager of the Global All Cap Strategy - BA (San Diego State University, 1999) - Senior Research Analyst at Security Global Investors (2010-11); Partner at Carmel Capital Partners (2006-09); International Investment Analyst at Harris Associates (2004-06); Senior Research Associate at Brandes Investment Partners (1999-2004) | ||
David G. Herro | Partner, Deputy Chairman | 2016 | now |
背景介紹 | - 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) | ||
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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