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Harris | Oakmark Announces Major Leadership Changes

On April 2, 2026, Harris | Oakmark revealed a series of significant updates to its investment and leadership teams as part of its commitment to disciplined and strategic growth in the realm of value investing. This initiative is set to fortify the company’s dedication to long-term planning and performance excellence.

Strategic Leadership Development

Tony Coniaris, Chairman and Co-Chief Investment Officer for International Equities, emphasized the importance of thoughtful leadership development in today's dynamic financial landscape. In his statement, he remarked:

“A well-governed firm routinely assesses its deep bench of talent, elevating individuals who align with our strategic goals. This approach not only strengthens our investment team but ensures we continue to deliver value for clients.”

With a clear focus on nurturing internal talent, Harris | Oakmark is setting a standard in proactive leadership planning within the financial services industry.

Key Updates to the Investment Team

Among the notable changes includes the appointment of Alex Fitch, CFA, as Co-Chief Investment Officer for the U.S. segment, effective June 30, 2026. Previously serving as Director of U.S. Research, Fitch brings a wealth of experience and will continue his role as Portfolio Manager for both the Oakmark Select and Oakmark Equity and Income Funds.

Additionally, starting December 31, 2026, Jeremy Thames, CFA, will step into the role of Portfolio Manager, joining Fitch and Robert Bierig on the U.S. Concentrated strategy. Thames has a robust background with the firm, having joined in 2016 and advancing through the ranks, displaying exceptional understanding of market dynamics and research.

Tony Coniaris will transition from his role as Co-Portfolio Manager of the U.S. Concentrated strategy, while Bill Nygren continues as Co-Chief Investment Officer, overseeing significant portfolios including the Oakmark Fund and Oakmark U.S. Large Cap ETF. This structured transition reinforces the firm’s robust succession planning framework.

Leadership Transformations

In further leadership updates, effective December 31, 2026, Alex Frey, CFA, ascends to the position of Director of International Research, succeeding Justin Hance, CFA, who moves towards a heightened focus on portfolio management and firm leadership. Frey's induction reflects Harris | Oakmark's commitment to fostering bright talent with a proven track record.

Robert Bierig, currently on the management committee, will assume the Deputy Chairman role on June 30, 2026, succeeding David Herro, CFA. Recognized for his contributions to the firm’s investment research and portfolio management strategies since joining in 2012, Bierig’s promotion is indicative of the firm’s dedication to talent development and leadership continuity.

A Legacy of Investment Excellence

With over five decades in the investment landscape, Harris | Oakmark has consistently prioritized value-centric solutions. Notable for its active management strategy, the firm boasts approximately $114 billion in assets under management as of December 31, 2025, employing a rigorous research-centered approach.

Harris | Oakmark’s commitment to delivering industry-leading investment solutions across mutual funds, SMAs, and actively managed ETFs is anchored by a disciplined philosophy that emphasizes deep, fundamental research and strategic partnerships with clients.

As the firm progresses, these updates present an exciting future for Harris | Oakmark’s continued commitment to excellence in investment management. Investors can look forward to enhanced strategies that not only focus on growth and performance but also prioritize long-term stability and client service.