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)

Michael Nicolas portrait

Michael A. Nicolas, CFA

Partner, Portfolio Manager and U.S. Investment Analyst

  • Portfolio Manager of the Oakmark Fund and Oakmark Equity and Income Fund
  • Portfolio Manager of the U.S. Equity Strategy
  • 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
  • Joined the industry in 2003
  • Joined Harris Associates in 2013

News + Insights

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News

Mike Nicolas on growing per share value over time on “The JRo Show”

March 15, 2024

Portfolio Manager Mike Nicolas discusses why growing per share value over time is a key tenant that helps to avoid value traps during an...

Oakmark Equity and Income Institutional Class Ticker

News

Oakmark Equity and Income Fund wins 2024 LSEG Lipper Fund Award

March 14, 2024

The Oakmark Equity and Income Fund is honored to receive a 2024 LSEG Lipper Fund Award for best mixed-asset target allocation moderate fund over...

Michael Nicolas on CNBC

News

Mike Nicolas on CNBC’s “Money Movers” (03.11.24)

March 11, 2024

Portfolio Manager Mike Nicolas discusses today’s opportunity set, makes a case for financials, and comments on value versus growth investing during a CNBC “Money...

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 during the next election cycle. As long-term investors, we don’t think it matters.