Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

In this Discussion

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Ed Studzinski/Co-Manager of OAKBX Will Retire

Edward A. Studzinski, CFA, co-manager of the Oakmark Equity and Income Fund (OAKBX) since 2000, will step down from management of the fund and will retire from Harris Associates L.P., the fund’s adviser, effective January 1, 2012.


  • Good news / bad news.

    Bad news: OAKBX has been a real solid performer these past several years (and is an anchor in my Roth portfolio). Studzinski was a part of that.

    Good news: Oakmark has a pretty deep bench; I'm sure they'll have someone capable to fill his shoes. Perhaps it'll be someone who has a bit more capacity with international bonds.

    Enjoy your retirement, Ed. Thanks for your work on behalf of OAKBX shareholders.
Sign In or Register to comment.