Institutions

Harris Associates offers U.S., global and international investment strategies for pension funds, foundations, endowments and other institutional clients around the world.

We believe that delivering successful investment results for our clients requires a consistent investment philosophy and process, a commitment to superior research and a high level of client service. We see our long-term relationships as being the best testament to our clients' satisfaction with our performance and quality of service.

In addition to monthly and quarterly performance and portfolio updates, we provide quarterly strategy letters that typically focus on broad business trends and general market outlook. These letters allow us to offer our observations regarding market opportunities, regulatory issues, investor behavior or other relevant themes.

Institutional investors also have access to The Oakmark Funds, a no-load mutual fund family that follows the same value-focused approach as the separate accounts and other investment products advised by Harris Associates.

Consultants seeking historical and downloadable data can visit the Harris Associates Institutional website.

 

Products

Separate Accounts

Custom-managed accounts for individuals, families, foundations, endowments, pension plans and mutual funds

Commingled Vehicles

Investments available only to accredited investors as defined by the Securities Act of 1933 or ERISA-qualified retirement plans and certain other government plans

Sub-advisory Services

Customized portfolio management with simplified administration for financial advisors

The Oakmark Funds

A value-oriented mutual fund family offering U.S., balanced, global and international funds

Contact Us to Learn More

For questions please contact us or call 312-646-3600

Before investing in any Oakmark Fund, you should carefully consider the Fund's investment objectives, risks, management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. For more information, please call 1-800-OAKMARK (625-6275). Harris Associates Securities L.P., Distributor.

Past performance is no guarantee of future results.

This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.

 

top