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Harris Associates

John Sitarz, CFA®, CPA

Partner, Portfolio Manager, Investment Analyst

Harris Associates

John Sitarz is a Portfolio Manager at Harris Associates for multiple strategies including the Oakmark Global Fund and Oakmark Global Select Fund. He also serves as a US Investment Analyst and is a Vice President for the Oakmark Funds. John previously held roles at the firm as a research associate and research assistant. Prior to joining Harris Associates in 2013, he was an audit senior assistant at Deloitte & Touche. He has over 10 years of investment industry experience.

John holds BS degrees in accounting and business administration from the University of Denver and is a CFA® charterholder and a CFP® certificant.

Funds managed

Oakmark Global Fund
Ticker
OAKGX
Concentrated, actively managed, flexible all-cap world stock fund.
Total net assets
$1.13 billion
as of 06/30/2024
Morningstar category
Global Large-Stock Value
Oakmark Global Select Fund
Ticker
OAKWX
Concentrated, actively managed high-conviction world stock fund.
Total net assets
$998.52 million
as of 06/30/2024
Morningstar category
Global Large-Stock Value

Harris Associates

Harris Associates applies a consistent approach to value investing.

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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the US, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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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