Management |
Domicile | United Kingdom | Legal Structure | Open Ended Investment Company | UCITS | Yes | Inception Date | 22/06/2022 | ![](/includes/images/clear.gif) | Fund Advisor(s) | Harris Associates L.P. |
|
|
Fund Manager | Michael Manelli | Manager Start Date | 07/07/2014 | Career Start Year | 2000 |
Education | 2000, University of Iowa, B.B.A. |
|
|
![](/includes/images/clear.gif) |
Biography |
- Vice President of The Oakmark Funds
- Portfolio Manager of the Oakmark International Fund and the Oakmark International Small Cap Fund
- Portfolio Manager of International and International Small Cap Strategies
- BBA (University of Iowa, 2000)
- Research Associate/Analyst at Morgan Stanley (2001-05) |
|
Fund Manager | Anthony Coniaris | Manager Start Date | 07/07/2014 |
Education | 1999, Wheaton College, B.A. | 2005, Northwestern University, M.B.A. |
|
|
![](/includes/images/clear.gif) |
Biography |
Tony Coniaris is Chairman and a Portfolio Manager at Harris Associates L.P. He is a Portfolio Manager of the U.S. Equity, U.S. Concentrated, Global All Cap, Global and Global Concentrated Strategies. He joined Harris Associates in 1999. Tony has an MBA from Northwestern University and a BA from Wheaton College. |
|
Fund Manager | Robert Bierig | Manager Start Date | 07/07/2014 |
Education | 2000, Duke University, B.A. |
|
|
![](/includes/images/clear.gif) |
Biography |
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. |
|
Fund Manager | Eric Liu | Manager Start Date | 01/01/2017 | Career Start Year | 2002 |
Education | 2001, University of California–Los Angeles, B.A. | 2009, University of Chicago, M.B.A. |
|
|
![](/includes/images/clear.gif) |
Biography |
• Vice President of the Oakmark Funds
• Portfolio Manager of the Oakmark Global Fund, the Oakmark Global Select Fund and the Oakmark International Fund
• Portfolio Manager of the Global All Cap, Global, Global Concentrated, International and Japan Strategies
• BA (University of California Los Angeles, 2001)
• MBA (University of Chicago, 2009)
• Research Associate at Dodge & Cox (2004-07); Investment Banking Analyst at Jefferies & Company (2002-04) |
|
Fund Manager | David Herro | Manager Start Date | 07/07/2014 | Career Start Year | 1985 |
Education | 1983, University of Wisconsin-Platteville, B.S. | 1985, University of Wisconsin–Milwaukee, M.A. |
|
|
![](/includes/images/clear.gif) |
Biography |
David Herro is the Deputy Chairman, Chief Investment Officer of International Equities and a Portfolio Manager at Harris Associates L.P. He is a Portfolio Manager of the International, International Small Cap, Japan, Global All Cap, Global and Global Concentrated Strategies. Prior to joining Harris Associates in 1992, David was a Portfolio Manager for the State of Wisconsin Investment Board and a Portfolio Manager for The Principal Financial Group. David has an MA from the University of Wisconsin-Milwaukee and a BS from the University of Wisconsin-Platteville. |
|
Fund Manager | M. Colin Hudson | Manager Start Date | 07/07/2014 | Career Start Year | 1998 |
Education | 1992, DePauw University, B.A. | 1999, Indiana University, M.B.A. | 1996, Indiana University, M.S. |
|
|
![](/includes/images/clear.gif) |
Biography |
M. Colin Hudson is a Vice President, Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He is a Portfolio Manager of the Global All Cap, Global, Global Concentrated, Equity
and Income and Fixed Income Strategies. Prior to joining Harris Associates in 2005, Colin was the Vice President and Director of Research at Hilliard Lyons Asset Management and an Investment Analyst at Wallington Asset Management. Colin has an MBA and an MS from Indiana University and a BA from DePauw University. |