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Oakmark Financial

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  1. Asset Manager Fees under Scrutiny

    Stock Reports

    Mon, 2 Nov 2009

    … Harris violated its fiduciary duty under the Investment Company Act of 1940 by charging retail fund investors in four of its Oakmark mutual funds more than double the rate it was charging pension funds and other institutional clients for managing similar strategies …

  2. Asset Manager Fees under Scrutiny

    Stock Reports

    Mon, 2 Nov 2009

    … Harris violated its fiduciary duty under the Investment Company Act of 1940 by charging retail fund investors in four of its Oakmark mutual funds more than double the rate it was charging pension funds and other institutional clients for managing similar strategies …

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