Harris | Oakmark, 투자팀 및 리더십 업데이트 발표
Harris | Oakmark Announces Investment Team and Leadership Updates
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Harris | Oakmark는 회사가 지속적으로 추구하는 '규율 있는, 팀 기반의 가치 투자(team-based value investing)' 접근과 장기 계획을 반영해 투자팀 및 리더십 업데이트를 발표한다.
"사려 깊은 리더십 개발과 장기 계획은 잘 거버넌스된 회사의 특징입니다. 우리는 매년 인재의 깊은 풀(deep bench)을 신중하게 살펴, 적절한 시점에 적절한 사람을 끌어올립니다. 이 규율 있는 접근은 투자팀의 깊이를 강화하고 클라이언트에게 가치를 계속 전달할 수 있게 합니다." — 토니 코니아리스(Tony Coniaris), 회장 및 인터내셔널 에쿼티 Co-CIO
투자팀 업데이트
2026년 6월 30일자로 Alex Fitch, CFA가 빌 나이그렌(Bill Nygren, CFA)과 함께 US 부문 Co-CIO로 임명된다. Alex는 2021년부터 US 리서치 디렉터로 일해왔고, Oakmark Select와 Oakmark Equity and Income Fund의 포트폴리오 매니저, 그리고 US Concentrated 및 Equity and Income 전략의 PM 역할을 계속 맡는다.
2026년 12월 31일자로 Jeremy Thames, CFA가 포트폴리오 매니저로 승진해 Alex Fitch, Robert Bierig와 함께 US Concentrated 전략과 Oakmark Select Fund에 합류한다. Jeremy는 2016년 합류해 2022년부터 US 리서치 Associate Director로 일해왔다.
토니 코니아리스는 US Concentrated 전략 Co-PM 자리에서 물러나고, 빌 나이그렌은 Oakmark Select Fund의 Co-PM 자리에서 전환한다. 빌은 US 부문 Co-CIO, Oakmark Fund / Oakmark US Large Cap ETF / US Large Value 전략의 PM으로 계속 일한다. 토니는 회장과 인터내셔널 에쿼티 Co-CIO 역할을 계속 맡는다.
Harris | Oakmark announces investment and leadership team updates reflective of the firm’s ongoing commitment to a disciplined, team-based value investing approach and long-term planning.
“Thoughtful leadership development and long-term planning are hallmarks of a well-governed firm. Each year, we take a deliberate look across our deep bench of talent to ensure we are elevating the right people at the right time. This disciplined approach strengthens the depth of our investment team and positions our firm to continue delivering value for our clients,” said Tony Coniaris, Chairman of the firm and Co–Chief Investment Officer, International Equities.
Investment Team Update
Effective June 30, 2026, Alex Fitch, CFA, will be appointed Co–Chief Investment Officer, U.S., serving alongside Bill Nygren, CFA. Alex has served as Director of U.S. Research since 2021 and will continue to serve as Portfolio Manager of the Oakmark Select and Oakmark Equity and Income Funds as well as the U.S. Concentrated and Equity and Income strategies.
Effective December 31, 2026, Jeremy Thames, CFA, will be promoted to Portfolio Manager joining Alex Fitch and Robert Bierig on the U.S. Concentrated strategy and the Oakmark Select Fund. Jeremy joined the firm in 2016 and has served as Associate Director of U.S. Research since 2022. Tony Coniaris will step down as Co-Portfolio Manager of the U.S. Concentrated strategy, and Bill Nygren will transition from his role as Co-Portfolio Manager of the Oakmark Select Fund.
Bill will continue to serve as Co–Chief Investment Officer, U.S. and Portfolio Manager of the Oakmark Fund, Oakmark U.S. Large Cap ETF, and the U.S. Large Value strategy.
Tony will continue to serve as Chairman of the firm, Co–Chief Investment Officer, International Equities and Portfolio Manager for the International strategy, Global strategies, Oakmark International Fund, Oakmark Global and Oakmark Global Select Funds, as well as the Oakmark International Large Cap and Oakmark Global Large Cap ETF.
Leadership Update
Effective December 31, 2026, Alex Frey, CFA, will be promoted to Director of International Research, succeeding Justin Hance, CFA. Alex joined the firm in 2017 and has served as Associate Director of International Research since 2024. Justin, who was appointed to the management committee in 2025, will focus on portfolio management and firm leadership. Justin will continue as Portfolio Manager of the Oakmark International Small Cap Fund and the International Small Cap strategy.
Effective June 30, 2026, Robert Bierig will assume the role of Deputy Chairman of the firm, succeeding David Herro, CFA. Robert joined the firm in 2012 and has served on its management committee since 2021. He has been an integral contributor to the firm’s portfolio management and investment research efforts throughout his tenure. He will maintain these responsibilities and continue to serve as Portfolio Manager of the Oakmark and Oakmark Select Funds, as well as the Oakmark U.S. Large Cap ETF, the U.S. Large Value strategy, and the U.S. Concentrated strategy.
David will continue to serve as Co–Chief Investment Officer, International Equities, and Portfolio Manager of the International strategy, International Small Cap strategy, Japan equity strategy, Global strategies, Oakmark International, Oakmark International Small Cap, Oakmark Global and Oakmark Global Select Funds, as well as the Oakmark International Large Cap and Oakmark Global Large Cap ETFs.
All changes outlined above will take effect at the close of business on the specified date.
Investing involves risk; principal loss is possible. There is no guarantee each Fund’s investment objectives will be achieved. The Funds are actively managed and do not seek to replicate a specific index. These and other risk considerations, such as market, sector or industry, large shareholder, and value style, are described in detail in the Fund’s prospectus.
Before investing, carefully consider fund investment objectives, risks, charges and other expenses. For this and other information that should be read carefully, please request a prospectus and summary prospectus by calling 1-800-OAKMARK (625-6275) (mutual funds) or 1-800-458-7452 (ETFs) or visiting oakmark.com.
The Oakmark Funds are distributed by Harris Associates Securities L.P., member FINRA. Harris Associates L.P. is the investment adviser to the Oakmark ETFs. The Oakmark ETFs are distributed by Foreside Fund Services, LLC. Harris Associates L.P. and Harris Associates Securities L.P. are not affiliated with Foreside Fund Services, LLC. Harris Associates is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940, however, such a registration does not imply a certain level of skill or training. The general partnership interest in Harris Associates is owned by Harris Associates, Inc., a corporate subsidiary of Natixis Investment Managers LLC.
Natixis Distribution, LLC (Member FINRA | SIPC), is a marketing agent for the Oakmark Funds and Oakmark ETFs.
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