Harris Associates provides access to some of its investment strategies via commingled vehicles that are available only to accredited investors as defined by the Securities Act of 1933 or ERISA-qualified retirement plans and certain other government plans.
These vehicles employ the same disciplined, value-focused philosophy and the same bottom-up process for stock selection as other products at Harris Associates.
Securities eligible for consideration must possess three key characteristics:
- A price that represents a substantial discount to underlying economic value
- A business value that grows over time
- A shareholder-oriented management team
For more information about commingled vehicles available at Harris Associates, please contact Michael Neary, CFA, Managing Director of Marketing and Client Relations, at firstname.lastname@example.org.