Our Perspective on Managing for the Long Run

We are neither short-term investors nor do we eternally and indiscriminately hold companies like an index fund.

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Why We Like Select European Financials

We think indiscriminate behavior by investors has led to attractive individual opportunities within the European financial sector.

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NASDAQ 5000 - What a Difference 15 Years Makes

We believe concerns of another technology stock bubble are misguided.

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Falling Oil Prices Source of Bargain Hunting

U.S. investment analyst Judson Brooks explains our long-term perspective on the energy sector.

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Time to Buy European Stocks: 3 Picks

David Herro recently shared his investment ideas at the 2015 Barron’s Roundtable. See where he is finding value now.

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News and Viewpoints
David Herro: Making the Case for Large Cap Stock Investing
May 21, 2015 - Bloomberg Surveillance
Time to Buy European Stocks: 3 Picks
January 31, 2015 - Barron's
David Herro recently shared his investment ideas at the 2015 Barron’s Roundtable. See where he is finding value now.
Courage of Convictions
December 30, 2014 - Value Investor
David Herro tells Value Investor Insight what he thinks are the keys to investment success.
Battle in the Boardroom: Our Perspective on Managing for the Long Run
May 4, 2015
 - Matt Logan
We are neither short-term investors nor do we eternally and indiscriminately hold companies like an index fund.
Why We Like Select European Financials
March 31, 2015
 - Jason Long
We think indiscriminate behavior by investors has led to attractive individual opportunities within the European financial sector.
NASDAQ 5000 - What a Difference 15 Years Makes
March 13, 2015
 - Tony Coniaris
We believe concerns of another technology stock bubble are misguided.
Falling Oil Prices Source of Bargain Hunting
February 27, 2015
 - Judson Brooks
U.S. investment analyst Judson Brooks explains our long-term perspective on the energy sector.
Balance & Flexibility
August 15, 2014
 
Benefits of the Oakmark Equity & Income Fund
Harris Associates and Active Share
November 27, 2013
 
At Harris Associates, we are proud of our unwavering investment philosophy and process.

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Quarterly Perspectives 2015
2015
Violently Flat
April 2015 - Edward S. Loeb
So far, the stock market has followed the basic script we laid out three months ago: With valuations resting above long-term averages, the burden falls primarily on earnings and sensible stock selection to generate investment returns.
Conviction and Patience
January 2015 - Edward S. Loeb
While energy producers now face a more hostile economic environment (this will also reverse at some point as consumption eventually rises), there are dramatic positive benefits for individuals and most businesses.
Strategy Commentary
U.S. Equity
March 2015
 
So far in 2015, the stock market could be described as “violently flat”: The S&P 500 moved by at least 1% on nearly one-third of the trading days this past quarter, yet in the end the index was basically unchanged. In many ways, the market’s ups and downs reflected the U.S. economy’s recent uneven performance.
International Equity
March 2015
 
Throughout the first quarter of 2015, global markets experienced volatility stemming from a variety of macroeconomic events. Currency movements have been a focal point of economic discussions thus far in 2015, with the U.S. dollar appreciating against most foreign currencies.
Concentrated
March 2015
 
So far in 2015, the stock market could be described as “violently flat”: The S&P 500 moved by at least 1% on nearly one-third of the trading days this past quarter, yet in the end the index was basically unchanged. In many ways, the market’s ups and downs reflected the U.S. economy’s recent uneven performance.