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

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Insights

A Perspective on Investing During the Coronavirus Crisis

June 2, 2020

Client Portfolio Manager Daniel Nicholas explains why it can be best for investors to stay the course when mitigating the threat of economic stress...

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Insights

Patience Is a Virtue

March 25, 2020

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

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Insights

The Value of Value

March 23, 2020

Client Portfolio Manager Daniel Nicholas describes how our investment team uses various methods to triangulate a company’s intrinsic value and then measure its margin...

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.