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September 18, 2024
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Harris Associates

William C. Nygren, CFA®

Partner, Portfolio Manager and Chief Investment Officer – U.S.

Harris | Oakmark

William Nygren is a Partner and Portfolio Manager at Harris | Oakmark. He joined Harris | Oakmark in 1983 as an investment analyst and later served as the firm's Director of Research. He served previously as an investment analyst at Northwestern Mutual Life Insurance Company. He has received numerous accolades over the course of his investment career, including Morningstar's Domestic Stock Manager of the Year in 2001.

William holds a bachelor of science degree in accounting from the University of Minnesota and a master of science in finance from the University of Wisconsin – Madison's Applied Security Analysis Program. He is a CFA® charterholder.

Funds managed

Natixis Oakmark Fund
Ticker
NEOYX
Concentrated, actively managed large value US equity fund.
Total net assets
$882.77 million
as of 12/26/2024
Morningstar category
Large Value
Natixis U.S. Equity Opportunities Fund
Ticker
NESYX
Actively managed core US equity fund that combines the expertise of Bill Nygren of Harris Associates and Aziz Hamzaogullari of Loomis Sayles.
Total net assets
$1.16 billion
as of 12/26/2024
Morningstar category
Large Blend
Oakmark Fund
Ticker
OAKMX
Concentrated, actively managed large value US equity fund.
Total net assets
$23.08 billion
as of 09/30/2024
Morningstar category
Large Value
Oakmark Select Fund
Ticker
OAKLX
Concentrated, high-conviction US mid-/large-cap equity fund.
Total net assets
$6.67 billion
as of 09/30/2024
Morningstar category
Large Value

Harris | Oakmark

A consistent approach to value investing.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

According to Morningstar: The Fund Manager of the Year award recognizes portfolio managers who demonstrate excellent investment skill and the courage to differ from the consensus to benefit investors. The Fund Manager of the Year winners are chosen based on Morningstar’s proprietary research and an in-depth evaluation by its manager research analyst team. Up to five awards are given every year for managers from each of the following asset classes: Domestic Stock, International Stock, Fixed Income, Allocation, and Alternatives.

Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, LLC and Natixis Investment Managers S.A.

This material should not be considered a solicitation to buy or an offer to sell any product or service to any person in any jurisdiction where such activity would be unlawful.

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