Strategies & Products

Harris Associates offers U.S., international and global investment strategies for individuals and families, pension funds, foundations, endowments and other clients around the world.



Strategies

U.S.Equity

Private Client Equity

Customized separate account portfolios that seek long-term capital appreciation. Portfolios generally hold 15-40 securities with market cap focus of $1 billion and above at the time of initial purchase.


U.S Equity

U.S. Equity portfolios hold approximately 40 securities with a market cap focus of $5 billion and above, and typically have a 25% maximum in any industry and 7% maximum position size at the time of initial purchase.


Concentrated Value

Concentrated portfolios hold approximately 20 securities with a market cap focus of $1 billion and above, and typically have a 25% maximum in any industry and 10% maximum position size at the time of initial purchase.


Mid Cap Value

Mid Cap portfolios hold approximately 45 securities with a market cap focus generally between $1 billion and $10 billion, and typically have no more than 25% in any industry and 7% maximum position size at the time of initial purchase.

Balanced

Private Client Balanced

Customized separate account portfolios built according to client-specific guidelines. Equity and fixed-income components work together to seek preservation of capital and long-term growth.


Balanced

Balanced portfolios typically hold 20 equity securities with market cap focus above $1 billion at time of initial purchase, and fixed-income securities of high quality and short to intermediate duration.

Global Equity

Global

Global portfolios generally hold 40 to 50 equity securities with a market cap focus over $5 billion, and typically have no more than 30% in any country (except U.S.), 25% in any industry and 10% maximum position size at the time of initial purchase.


Global All Cap

Global All Cap portfolios generally hold 30 to 60 securities with a market cap focus of $1 billion and above, and typically have no more than 30% in any country (except U.S.), 25% in any industry and 7% maximum position size at the time of initial purchase.


Global Concentrated

Global Concentrated portfolios hold approximately 20 securities with a market cap focus of $5 billion and above, and typically have no more than 30% in any country (except U.S.), 30% in any industry and 15% maximum position size at the time of initial purchase.

International Equity

International

International portfolios generally hold 35 to 65 equity securities with a market cap focus above $5 billion, and typically have no more than 30% in any country, 25% in any industry and 7% maximum position size at the time of initial purchase.


International Small Cap

International Small Cap portfolios generally hold 35 to 70 equity securities with a market cap focus under $5 billion, and typically have no more than 30% in any country, 25% in any industry and 7% maximum position size at the time of initial purchase.


Japan Equity

Japan Equity portfolios hold the securities of 20 to 30 Japanese companies with a market cap focus of $3 billion and above, and typically have no more than 35% in any industry and 10% maximum position size at the time of initial purchase.

Products
Separate Accounts

Custom-managed accounts for individuals, families, foundations, endowments, pension plans and mutual funds


Commingled Vehicles

Investments available only to accredited investors as defined by the Securities Act of 1933 or ERISA-qualified retirement plans and certain other government plans


Sub-advisory Services

Customized portfolio management with simplified administration for financial advisors


The Oakmark Funds

A value-oriented mutual fund family offering U.S., balanced, global and international funds

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Strategy Commentary

U.S. Equity Strategy

The third quarter saw some new records set in the United States. Hurricanes surpassed historic levels for rainfall (Harvey), duration (Irma) and landfall intensity (Maria).

International Equity Strategy

During the third quarter, major global markets were influenced by a mix of positive global economic progress, geopolitical tension and the landfall of multiple, devastating hurricanes.

Concentrated Strategy

The third quarter saw some new records set in the United States. Hurricanes surpassed historic levels for rainfall (Harvey), duration (Irma) and landfall intensity (Maria).

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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