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 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
  • 20 years investment experience
  • Joined Harris Associates in 2013

News + Insights

Michael Nicolas on CNBC


Mike Nicolas on CNBC’s “Squawk on the Street” (12.07.23)

December 7, 2023

When there’s as much dispersion as there is in the market right now, it really provides a lot of opportunities for us to find...

Michael Nicolas on CNBC


Mike Nicolas on CNBC’s “Squawk on the Street” (07.20.23)

July 20, 2023

Portfolio Manager Mike Nicolas talked about recent portfolio activity during a CNBC “Squawk on the Street” interview.

Looking through the Glass lobby door at Harris Associates office. Company logo etched on the glass.


“Value Investor Insight” with Clyde McGregor and Mike Nicolas

June 30, 2023

Portfolio Managers Clyde McGregor and Mike Nicolas discuss the firm’s investment philosophy and process, how they define value, and where they find opportunity today...

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.