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Harris Associates

Alex Fitch, CFA

Partner, Portfolio Manager, Director of U.S. Research and co-Chief Investment Officer – U.S.

Harris | Oakmark

Alex Fitch has been a manager for the Oakmark Select Fund and the Oakmark Equity and Income Fund since 2022. He is also co-chief investment officer – U.S., the director of U.S. research, and an investment analyst at Harris | Oakmark as well as a vice president of the Oakmark Funds.

He started at Harris | Oakmark in 2011 as a research associate. Prior to that, he was an analyst at UBS.

Mr. Fitch earned a B.A. in economics and mathematics from DePauw University (2010).

Funds managed

Oakmark Equity and Income Fund

Ticker
OANBX
Actively managed balanced fund and core holding.
Total net assets
$5.68 billion
as of 09/30/2026
Morningstar category
Moderate Allocation

Oakmark Select Fund

Ticker
OANLX
Concentrated, high-conviction US mid-/large-cap equity fund.
Total net assets
$9.26 billion
as of 09/30/2026
Morningstar category
Large Value

Oakmark U.S. Concentrated ETF

Ticker
OAKL
Concentrated, high-conviction actively managed U.S. mid and 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
$334.55 million
as of 10/22/2026
Morningstar category
Large Value

Harris | Oakmark

A consistent approach to value investing.

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