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

The Oakmark Funds

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

Michael Nicolas portrait

Michael A. Nicolas, CFA

Partner, Portfolio Manager and U.S. Investment Analyst

  • Portfolio Manager of the Oakmark Fund
  • Vice President, Oakmark Funds
  • B.A., University of Wisconsin-Madison, 2002
  • Managing Director at Lakeview Investment Group, 2005-13; Senior Analyst at Stratford Advisory Group, 2002-05
  • 19 years investment experience
  • Joined Harris Associates in 2013

News + Insights

Michael Nicolas on CNBC


Mike Nicolas on CNBC’s “Squawk on the Street” (06.08.22)

June 8, 2022

Portfolio Manager Mike Nicolas spoke about the firm's broader definition of value and long investment horizon, which has uncovered opportunities in many market environments...

Image of a microphone


Bill Nygren and Mike Nicolas on “Millennial Investing” Podcast

February 1, 2022

Portfolio Managers Bill Nygren and Mike Nicolas appeared on the “Millennial Investing” podcast to talk about the firm’s investment philosophy and how that lead...

Michael Nicolas on CNBC


Mike Nicolas on CNBC’s “Squawk on the Street” (12.16.21)

December 16, 2021

Portfolio Manager Mike Nicolas discussed why he is finding value in the financials and payments spaces on CNBC’s “Squawk on the Street.”

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.