Harris | Oakmark Announces Investment Team and Leadership Updates

CHICAGO, April 2, 2026 /PRNewswire/ -- Today, Harris | Oakmark announces investment and leadership team updates reflective of the firm's ongoing commitment to a disciplined, team-based value investing approach and long-term planning.

"Thoughtful leadership development and long-term planning are hallmarks of a well-governed firm. Each year, we take a deliberate look across our deep bench of talent to ensure we are elevating the right people at the right time. This disciplined approach strengthens the depth of our investment team and positions our firm to continue delivering value for our clients," said Tony Coniaris, Chairman of the firm and Co–Chief Investment Officer, International Equities.

Investment Team Update

Effective June 30, 2026, Alex Fitch, CFA, will be appointed Co–Chief Investment Officer, U.S., serving alongside Bill Nygren, CFA. Alex has served as Director of U.S. Research since 2021 and will continue to serve as Portfolio Manager of the Oakmark Select and Oakmark Equity and Income Funds as well as the U.S. Concentrated and Equity and Income strategies.

Effective December 31, 2026, Jeremy Thames, CFA, will be promoted to Portfolio Manager joining Alex Fitch and Robert Bierig on the U.S. Concentrated strategy and the Oakmark Select Fund. Jeremy joined the firm in 2016 and has served as Associate Director of U.S. Research since 2022. Tony Coniaris will step down as Co-Portfolio Manager of the U.S. Concentrated strategy, and Bill Nygren will transition from his role as Co-Portfolio Manager of the Oakmark Select Fund.

Bill will continue to serve as Co–Chief Investment Officer, U.S. and Portfolio Manager of the Oakmark Fund, Oakmark U.S. Large Cap ETF, and the U.S. Large Value strategy.

Tony will continue to serve as Chairman of the firm, Co–Chief Investment Officer, International Equities and Portfolio Manager for the International strategy, Global strategies, Oakmark International Fund, Oakmark Global and Oakmark Global Select Funds, as well as the Oakmark International Large Cap and Oakmark Global Large Cap ETF.

Leadership Update

Effective December 31, 2026, Alex Frey, CFA, will be promoted to Director of International Research, succeeding Justin Hance, CFA. Alex joined the firm in 2017 and has served as Associate Director of International Research since 2024. Justin, who was appointed to the management committee in 2025, will focus on portfolio management and firm leadership. Justin will continue as Portfolio Manager of the Oakmark International Small Cap Fund and the International Small Cap strategy.

Effective June 30, 2026, Robert Bierig will assume the role of Deputy Chairman of the firm, succeeding David Herro, CFA. Robert joined the firm in 2012 and has served on its management committee since 2021. He has been an integral contributor to the firm's portfolio management and investment research efforts throughout his tenure. He will maintain these responsibilities and continue to serve as Portfolio Manager of the Oakmark and Oakmark Select Funds, as well as the Oakmark U.S. Large Cap ETF, the U.S. Large Value strategy, and the U.S. Concentrated strategy.

David will continue to serve as Co–Chief Investment Officer, International Equities, and Portfolio Manager of the International strategy, International Small Cap strategy, Japan equity strategy, Global strategies, Oakmark International, Oakmark International Small Cap, Oakmark Global and Oakmark Global Select Funds, as well as the Oakmark International Large Cap and Oakmark Global Large Cap ETFs.

All changes outlined above will take effect at the close of business on the specified date.

About Harris | Oakmark

For five decades, Harris | Oakmark has delivered value-centric investment solutions with a highly active, disciplined, and long-term approach. Headquartered in Chicago, IL, with approximately $114 billion in assets under management as of December 31, 2025, the firm follows a differentiated research intensive approach to uncovering intrinsic value. Investment teams leverage intensive, bottom up fundamental research, rigorous debate, and value discipline to construct concentrated portfolios designed for consistent, competitive performance over market cycles. The firm's investment solutions span U.S., global and international equities, and fixed income – and are offered in various vehicles spanning mutual funds, SMAs, LPs, CITs and actively managed ETFs.

About Natixis Investment Managers

Natixis Investment Managers' multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world's largest asset managers¹ with more than $1.5 trillion assets under management² (€1.3 trillion), Natixis Investment Managers specializes in high-conviction active investment strategies, insurance and pension solutions, and private assets, and delivers a diverse offering across asset classes, styles, and vehicles. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals. Headquartered in Paris and Boston, Natixis Investment Managers is part of Groupe BPCE, the second-largest banking group in France through the Banque Populaire and Caisse d'Epargne retail networks. For additional information, please visit Natixis Investment Managers' website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.

Natixis Investment Managers' distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.

¹ Survey respondents and publicly available data ranked by Investment & Pensions Europe/Top 500 Asset Managers 2025 ranked Natixis Investment Managers as the 20th largest asset manager in the world based on assets under management as of December 31, 2024.

² Assets under management (AUM) of affiliated entities measured as of December 31, 2025, are $1,553.2 billion (€1,322.6 billion). AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of nonregulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.

Important Information

Investing involves risk; principal loss is possible. There is no guarantee each Fund's investment objectives will be achieved. The Funds are actively managed and do not seek to replicate a specific index. These and other risk considerations, such as market, sector or industry, large shareholder, and value style, are described in detail in the Fund's prospectus.

Before investing, carefully consider fund investment objectives, risks, charges and other expenses. For this and other information that should be read carefully, please request a prospectus and summary prospectus by calling 1-800-OAKMARK (625-6275) (mutual funds) or 1-800-458-7452 (ETFs) or visiting oakmark.com.

The Oakmark Funds are distributed by Harris Associates Securities L.P., member FINRA. Harris Associates L.P. is the investment adviser to the Oakmark ETFs. The Oakmark ETFs are distributed by Foreside Fund Services, LLC. Harris Associates L.P. and Harris Associates Securities L.P. are not affiliated with Foreside Fund Services, LLC. Harris Associates is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940, however, such a registration does not imply a certain level of skill or training. The general partnership interest in Harris Associates is owned by Harris Associates, Inc., a corporate subsidiary of Natixis Investment Managers LLC.

Natixis Distribution, LLC (Member FINRA | SIPC), is a marketing agent for the Oakmark Funds and Oakmark ETFs.

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