Robert Bierig has been a manager of the Oakmark Fund and the Oakmark Select Fund since 2022. He is also a portfolio manager and U.S. investment analyst at Harris Associates as well as a vice president of the Oakmark Funds.
He joined Harris Associates in 2012 after serving as managing principal at Amethyst Capital, managing director at GEICO Investments, investor at Frist Capital, investment analyst at ESL Investments and investment banking analyst at Morgan Stanley.
Robert holds a BA in economics from Duke University.
Funds managed
Natixis Oakmark Fund
Ticker
NEOYX
Concentrated, actively managed large value US equity fund.
Total net assets
$851.94 million
as of 07/26/2024
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
$1.06 billion
as of 07/26/2024
Morningstar category
Large Blend
Oakmark Fund
Ticker
OAKMX
Concentrated, actively managed large value US equity fund.
Total net assets
$21.56 billion
as of 06/30/2024
Morningstar category
Large Value
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 Associates
Harris Associates applies a consistent approach to value investing.
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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