Intensive research is the foundation of our concentrated portfolios.
Our analysts generate investment ideas from a variety of sources while relying little on the research produced by Wall Street. As market generalists, they search for value without regard to industry, sector or geography. We believe this unconstrained structure broadens their perspective and allows them to assess relative values among companies in different businesses.
From the universe of investible securities, we apply quantitative screens to find securities that meet our basic criteria. When a promising company is identified, an analyst subjects it to intensive research that goes far beyond just the numbers. This process includes examining its business model in close detail, meeting with company management, and interviewing clients, vendors and competitors.
If a company passes this initial examination, its merits are weighed by a team of investment professionals at Harris Associates. Acceptance at this stage allows the company to be added to our approved list, which are the only stocks eligible for our selective portfolios.
Individuals and Families
Customized wealth management services and the Oakmark mutual funds
Consultants, foundations, endowments, pension funds and other institutional investors
Registered advisors, planners, broker-dealers and other financial professionals