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Harris Associates

Alex Fitch, CFA

Partner, Portfolio Manager, Director of U.S. Research and U.S. Investment Analyst

Harris | Oakmark

Alex Fitch is a Portfolio Manager at Harris | Oakmark responsible for U.S. strategies including the Oakmark Select Fund and the Oakmark Equity and Income Fund. He is also the Director of U.S. Research, a U.S. Investment Analyst, and a Vice President for the Oakmark Funds. Since joining Harris | Oakmark in 2011, his previous roles at the firm included Associate Director of U.S. Research and research associate. Prior to joining Harris | Oakmark, he was an analyst at UBS.

Alex holds a BA in economics and mathematics from DePauw University and is a CFA® charterholder.

Funds managed

Oakmark Equity and Income Fund
Ticker
OAKBX
Actively managed balanced fund and core holding.
Total net assets
$6.32 billion
as of 12/31/2024
Morningstar category
Moderate Allocation
View fund details
Oakmark Select Fund
Ticker
OAKLX
Concentrated, high-conviction US mid-/large-cap equity fund.
Total net assets
$7.09 billion
as of 12/31/2024
Morningstar category
Large Value
View fund details

Harris | Oakmark

A consistent approach to value investing.
Learn more

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

Investing involves risk, including the risk of loss. Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit im.natixis.com for a prospectus or a summary prospectus containing this and other information. Read it carefully.
 

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