Michael Nicolas is a Partner and Vice President at Harris | Oakmark. Joining the Chicago-based firm in 2013, he is on the portfolio management team of the high-conviction, value-oriented Oakmark Fund. He is also a U.S. Investment Analyst. With investment experience dating back to 2002, Michael was previously a managing director at Lakeview Investment Group and a senior analyst at Stratford Advisory Group. Michael earned a BA from the University of Wisconsin-Madison. He holds the designation Chartered Financial Analyst (CFA).
Funds managed
Natixis Oakmark Fund
Ticker
NEOYX
Concentrated, actively managed large value US equity fund.
Total net assets
$870.90 million
as of 12/20/2024
Morningstar category
Large Value
Natixis U.S. Equity Opportunities Fund
Ticker
NESYX
Actively managed core US equity fund that combines the expertise of Bill Nygren of Harris Associates and Aziz Hamzaogullari of Loomis Sayles.
Total net assets
$1.14 billion
as of 12/20/2024
Morningstar category
Large Blend
Oakmark Equity and Income Fund
Ticker
OAKBX
Actively managed balanced fund and core holding.
Total net assets
$6.55 billion
as of 09/30/2024
Morningstar category
Moderate Allocation
Oakmark Fund
Ticker
OAKMX
Concentrated, actively managed large value US equity fund.
Total net assets
$23.08 billion
as of 09/30/2024
Morningstar category
Large Value
Oakmark U.S. Large Cap ETF
Ticker
OAKM
Focused, actively managed U.S. large cap value ETF that invests in quality companies priced at a discount to the experienced team’s estimate of intrinsic value.
Total net assets
$37.49 million
as of 12/20/2024
Harris | Oakmark
A consistent approach to value investing.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
2525639.1.3