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Eric Liu Appointed Co-Portfolio Manager of Oakmark Global Fund

Author

Slice of Finance Team
12 Jul

Key Highlights:

  • Eric Liu joins Oakmark Global Fund management team effective today.

  • Jason Long, current co-portfolio manager, to retire on September 1, 2024.

  • Eric Liu brings extensive experience and investment prowess to the team.

Source (Business Wire)

Notable Quote:

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“Given Eric’s talent and experience, we welcome him on the Oakmark Global management team. Eric’s competitive drive and investment prowess are good examples of our international team’s depth. On behalf of the entire investment team, I would like to thank Jason for all his contributions in managing the Oakmark Global Fund. We wish him well as he enters the next chapter of his life.”

Mr. David Herro, Portfolio Manager at Harris Associates L.P

Our Take:

Eric Liu's appointment as co-portfolio manager of the Oakmark Global Fund signifies a strategic strengthening of the fund's management team. Liu's extensive background, which includes roles at Dodge & Cox and Jefferies & Company, as well as his significant contributions at Harris Associates since 2009, positions him as a valuable asset. His experience in managing various global and international strategies aligns with Oakmark's long-term value investment philosophy. The transition also marks the retirement of Jason Long, whose tenure has been marked by notable contributions and leadership since 2016. This change is expected to reinforce the fund's robust management framework and ensure continued growth and performance in the global market.