Alex Fitch is a Portfolio Manager at Harris Associates responsible for US strategies including the Oakmark Select Fund and the Oakmark Equity and Income Fund. He is also the Director of US Research, a US Investment Analyst, and a Vice President for the Oakmark Funds. Since joining Harris Associates in 2011, his previous roles at the firm included Associate Director of US Research and research associate. Prior to joining Harris Associates, he was an analyst at UBS. He has 12 years of investment industry experience.
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
$6.34 billion
as of 06/30/2024
Morningstar category
Moderate Allocation
Oakmark Select Fund
Ticker
OAKLX
Concentrated, high-conviction US mid-/large-cap equity fund.
Total net assets
$6.14 billion
as of 06/30/2024
Morningstar category
Large Value
Harris | Oakmark
A consistent approach to value investing.
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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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