Commentaries & News

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Manager Insights

March Madness and Active Investing

March 12, 2019 - Lauren Harvey

With the arrival of March Madness, Product Specialist Lauren Digani draws parallels between tournament brackets and investing that can help inform when to go active.

The Process

November 9, 2018 - Mike Neary

While their fields of play are different, Harris Associates and Coach Nick Saban share a commitment to excellence.

Finding Value in International Equity Markets

August 14, 2018 - David Herro

Portfolio Manager David Herro discusses the role of active management, how volatility can provide opportunity and today’s outlook for global growth.

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.

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Strategy Commentary

U.S. Equity Strategy

March 2019

Despite episodes of volatility that occurred over the past three months, key U.S. indexes ended higher for the first quarter, extending what most identify as the longest bull market in history.

International Equity Strategy

March 2019

Major global markets moved higher in the first quarter, despite contending with a barrage of geopolitical pressures.

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News & Announcements

David Herro on Bloomberg Radio (02.14.19)

February 14, 2019 - Bloomberg Radio

Portfolio Manager David Herro talks about the importance of patience for long-term value investors and discusses European financials and the valuation gap between Europe and the U.S.

David Herro on Bloomberg Radio (11.14.18)

November 14, 2018 - Bloomberg Radio

Portfolio Manager David Herro discusses consumer confidence, European stocks and valuation gaps with Bloomberg Radio.

Staying Disciplined to a Bottom-Up Process

August 27, 2018 - The Wall Street Transcript

The Wall Street Transcript interviewed Portfolio Manager Tony Coniaris about the firm’s investment process and where he is seeing value in certain companies today.


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