Private Client Equity

The Private Client Equity strategy is a tailored investment solution for high-net-worth families and individuals.

Portfolios are built to fit client objectives with regard to risk tolerance, current income, liquidity, time horizon and other considerations. Our managers focus on capital preservation and long-term growth when constructing portfolios.

While each client’s goals may differ, the strict, value-oriented approach to investing at Harris Associates remains the same. As in all of our strategies, the Private Client Equity strategy invests in what we see as substantially underpriced companies with strong business fundamentals and proven, shareholder-oriented management teams. 

As a Harris Associates client, you will receive the highest level of care from our experienced and responsive account services team as we help you pursue your investment goals.

And because wealthy individuals and families often require financial expertise beyond investment management, our team meets regularly with accountants and attorneys to discuss taxation, estate planning, charitable giving and other objectives.

Learn more about the investment philosophy and process that guides all of the strategies at Harris Associates.

Harris Associates also manages a Private Client Balanced strategy. The Private Client Balanced information is available here.

For more information on either the Private Client Equity or Private Client Balanced strategies, please contact:

Michael J. Mangan, CFA, CPA
Partner and Portfolio Manager
312-646-3595
mmangan@harrisassoc.com

Meet Our Portfolio Managers

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Portfolio Management

Clyde S. McGregor, CFA

Partner and Portfolio Manager

Michael J. Mangan, CFA, CPA

Partner and Portfolio Manager

Andrew M. Gluck, CFA

Director and Portfolio Manager

Diane L. Mustain, CFA

Director and Portfolio Manager

Thomas W. Delaney, CFA

Portfolio Manager

 
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Portfolio Management

Clyde S. McGregor, CFA

Partner and Portfolio Manager

Michael J. Mangan, CFA, CPA

Partner and Portfolio Manager

Andrew M. Gluck, CFA

Director and Portfolio Manager

Diane L. Mustain, CFA

Director and Portfolio Manager

Thomas W. Delaney, CFA

Portfolio Manager

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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