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

Chicago skyscrapers with blue sky and white clouds

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...

Trading desk with man working at his computer

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...

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...

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.