Separate Accounts

Harris Associates has managed separate accounts for more than three decades for wealthy individuals, families, foundations, endowments, pension plans and mutual funds. They benefit from our extensive experience in meeting the needs of diverse groups of discriminating investors. We are particularly proud of our long-standing client relationships.

Sticking to a consistent, firm-wide investment philosophy and process, our portfolio managers build each separate account portfolio stock by stock. And because client needs and markets constantly change, the separate account relationship is dynamic. Our portfolio managers are skilled at adjusting portfolios to reflect changing conditions.
 

Equity Accounts

Our equity portfolios are generally composed of securities that we believe have attractive valuations, excellent appreciation potential, a high degree of management ownership and limited downside risk. This approach has yielded above-average investment returns over the long term with below-average volatility and risk.

Our portfolio managers use the Harris Associates list of approved stocks to customize focused investment portfolios based on a client's assets, liquidity needs and willingness to accept risk. We continually monitor each client’s portfolio to ensure that it conforms to the client’s stated investment guidelines.
 

Balanced Accounts

Harris Associates' balanced accounts seek to preserve capital while providing capital appreciation. Most of these portfolios have significant exposure to equities, and we use fixed-income instruments (typically Treasury, agency, municipal and/or corporate securities) to satisfy the client’s income, liquidity and risk preferences.

We rely on our value-based research process to identify corporate issues that the market underrates. We typically invest in fixed-income holdings of very high quality and with short- to intermediate-term maturities.
 

International Accounts

Our international team searches both established and emerging markets for businesses priced substantially below our estimates of their intrinsic value and led by management teams likely to grow that value.

To identify the most promising investment opportunities, our international analysts frequently meet with top executives and conduct first-hand inspections of company facilities. Our international portfolio decisions emphasize company quality over the macroeconomic trends in any given country.

 

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Products

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.

 

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