Value investing redefined

The Oakmark family of mutual funds is an extension of Harris Associates’ value-focused approach to investing. For more about our selection of funds, visit Oakmark.com.

The Oakmark Funds

111 South Wacker Drive, Suite 4600
Chicago, Illinois 60606
1-800-OAKMARK (625-6275)

Daniel Nicholas- Client Portfolio Manager- Headshot

Daniel A. Nicholas, CFA

Client Portfolio Manager

  • B.B.A., University of Wisconsin-Madison, 1999
  • M.S. Finance, University of Wisconsin-Madison, 2001
  • Director, Institutional Sales with Harris Associates, 2012-14; Executive Director at Morgan Stanley, 2009-12; Executive Director with UBS, 2001-09; Equity Analyst Intern at T. Rowe Price & Associates, 2000; Equity Portfolio Manager, University of Wisconsin Applied Security Analysis Program, 1999-2000
  • 20 years investment industry experience
  • Joined Harris Associates in 2012

News + Insights

Daniel Nicholas by the window

Insights

Traditions

January 15, 2020

Client Portfolio Manager Daniel Nicholas reflects on time-honored rituals at Oakmark that illustrate that what has made the Oakmark Fund successful since its founding...

Chicago skyscrapers with blue sky and white clouds

Insights

Patience Is a Virtue

September 28, 2017

One could argue the active versus passive debate is poorly framed. Client Portfolio Manager Daniel Nicholas discusses how a more productive discussion is the...

We do value investing differently

At Harris Associates, we don’t have an opinion about how equities will perform this year, if a recession will start or if the political parties will produce pro-growth candidates for 2020. As long-term investors, we don’t think it matters.