Commentaries & News

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Manager Insights

The World Cup and Investing

July 16, 2018 - Win Murray

Following the World Cup finale, US Director of Research and Portfolio Manager Win Murray draws parallels between soccer and the investment world and how inactivity, though not a spectator sport, may remain the optimal strategy for both.

Learning from…“The Simpsons?”

June 6, 2018 - Tony Coniaris

Portfolio manager Tony Coniaris draws parallels to how certain attributes apply to both “The Simpsons” enduring success and how Harris Associates approaches investing.

Patience Is a Virtue

September 28, 2017

One could argue that the active versus passive debate is poorly framed. At Harris Associates, we believe “closet indexers” are primarily to blame for the average active manager underperformance. We think a more productive discussion is the value of true active managers versus closet indexers.

The Psychology of Ownership and Investing

March 15, 2017 - Lauren Harvey

There is a well-established phenomenon in psychology called the endowment effect. In an investment context, it manifests as falling in love with stocks that are already owned, skewing perceived value and impeding objectivity. Product Specialist Lauren Harvey explores how we work to combat its negative effects.

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Strategy Commentary

U.S. Equity Strategy

June 2018

Volatility prevailed throughout the second quarter as investors digested the implications of newly imposed tariffs.

International Equity Strategy

June 2018

After a strong start to 2018, international equity markets then weakened throughout the first half of the year.

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News & Announcements

Herro: What's Changed, What Hasn't, Since the 1980s

June 19, 2018 - Morningstar

International CIO David Herro spoke at the 2018 Morningstar Investment Conference and reflected on what has changed and what has remained the same with international investing over the course of his career.

Great Adventure

April 30, 2018 - Value Investor Insight

Portfolio managers Clyde McGregor and Colin Hudson were interviewed by Value Investor Insight about the Equity and Income Fund’s balanced-fund strategy and where they’re finding value today.

"Talking Stocks with Bill Nygren"

March 29, 2018

The Motley Fool interviewed Portfolio Manager Bill Nygren about the firm’s value investment process, current holdings and stock market valuations, among other topics.

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