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종목명 | 헤드라인 | 재직 시작연도 | 기간 |
---|---|---|---|
Robert F. Bierig | Partner, Portfolio Manager and U.S. Investment Analyst | 2022 | now |
전기 | Robert Bierig is a Vice President, Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He is a Portfolio Manager of the U.S. Equity and U.S. Concentrated Strategies and certain high net worth accounts. Prior to joining Harris Associates in 2012, he was a Managing Principal at Amethyst Capital Management, Managing Director at GEICO Investments, Investor at Frist Capital, Investment Analyst at ESL Investments and Investment Banking Analyst at Morgan Stanley. Robert has a BA from Duke University. | ||
Michael A. Nicolas | Partner, Portfolio Manager & U.S. Investment Analyst | 2020 | now |
전기 | • Vice President of the Oakmark Funds • Portfolio Manager of the Oakmark Fund and the Oakmark Equity and Income Fund • Portfolio Manager of the Oakmark U.S. Large Cap ETF • Portfolio Manager of the U.S. Large Value and Equity and Income Strategies • BA (University of Wisconsin-Madison, 2002) • Managing Director at Lakeview Investment Group (2005-13); Sr. Analyst at Stratford Advisory Group (2002-05) | ||
Michael J. Mangan | Partnerand | 2014 | now |
전기 | Michael J. Mangan, CFA® – Michael J. Mangan has co-managed the Harris Associates segment of Natixis U.S. Equity Opportunities ETF since 2020. Mr. Mangan, a portfolio manager of Harris Associates joined the firm in 1997. Mr. Mangan received a B.B.A. from the University of Iowa and an M.B.A. from Northwestern University. Mr. Mangan is a CPA, holds the designation of Chartered Financial Analyst® and has over 32 years of investment experience. | ||
William C. Nygren | Partner, Vice President, CIO, Portfolio Manager and U.S. Investment Analyst | 2014 | now |
전기 | • Vice President of the Oakmark Funds • Portfolio Manager of the Oakmark Fund and the Oakmark Select Fund • Portfolio Manager of the Oakmark U.S. Large Cap ETF • Portfolio Manager of the U.S. Large Value Strategy • BS (University of Minnesota, 1980) • MS (University of Wisconsin-Madison, Applied Security Analysis Program, 1981) • Director of Research at Harris Associates (1990-98); Equity Analyst with Harris Associates (1983-90); Investment Analyst with Northwestern Mutual Life Insurance Co. (1981-83) | ||
M. Colin Hudson | Partner, Vice President, Portfolio Manager and U.S. Investment Analyst | 2014 | 2022 |
전기 | • Vice President of The Oakmark Funds • Portfolio Manager of the Oakmark Global Fund, the Oakmark Global Select Fund, the Oakmark Equity and Income Fund and the Oakmark Bond Fund • Portfolio Manager of the Global All Cap, Global, Global Concentrated, Equity and Income and Fixed Income Strategies • BA (DePauw University, 1992) • MS (Indiana University, 1996) • MBA (Indiana University, 1999) • Vice President and Director of Research at Hilliard Lyons Asset Management (1999-2005); Investment Analyst at Wallington Asset Management (1998-99) | ||
Kevin G. Grant | Partner, Co-Chairman, PM & U.S. Investment Analyst | 2014 | 2022 |
전기 | Kevin Grant is a Partner, Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He joined Harris Associates in 1988 and has 25 years of investment experience. Mr. Grant received his BS from the University of Wisconsin – Madison in 1987 and his MBA from Loyola University in 1991. He is a CFA® charterholder. | ||
Diane L. Mustain | Portfolio Manager | 2005 | 2014 |
전기 | Mustain is a portfolio manager of Harris Associates, joined the firm in 2002. Prior to joining Harris Associates, she was employed by Duff & Phelps Investment Management Company from 1981 through 2001, where she held the position of Executive Vice President and Head of Equities. She has over 24 years of investment experience. Mustain holds the Chartered Financial Analyst designation. | ||
Michael J. Mangan | Partnerand | 2002 | 2014 |
전기 | Michael J. Mangan, CFA® – Michael J. Mangan has co-managed the Harris Associates segment of Natixis U.S. Equity Opportunities ETF since 2020. Mr. Mangan, a portfolio manager of Harris Associates joined the firm in 1997. Mr. Mangan received a B.B.A. from the University of Iowa and an M.B.A. from Northwestern University. Mr. Mangan is a CPA, holds the designation of Chartered Financial Analyst® and has over 32 years of investment experience. | ||
Edward Loeb | Partner | 2002 | 2014 |
전기 | Edward S. Loeb, CFA, Partner and Portfolio Manager. Formerly a Corporate Finance Analyst with Wertheim Schroder & Co., Inc. (1986-1988). Joined Harris Associates in 1989. Twenty-one years investment experience. Education: B.A. (Princeton University, 1986), MBA (Northwestern University, 1990). | ||
Robert M. Levy | CEO | 2002 | 2006 |
전기 | Levy serves as partner, president, chief executive officer and portfolio manager with Harris Associates, his employer since 1985. Formerly a Portfolio Manager and Director of Gofen and Glossberg, Inc. Levy is a Chartered Financial Analyst charterholder. ROBERT M. LEVY, CFA Partner, Chairman and Chief Investment Officer, Domestic Equity • Executive Vice President of the Oakmark Funds • BA (Vanderbilt University, 1972) • MBA (Wharton Business School, University of Pennsylvania, 1974) • Formerly a Portfolio Manager and Director of Gofen and Glossberg, Inc. (1977-1985) • Thirty-three years investment experience • Joined Harris Associates in 1985 |
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