Commingled Vehicles

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 mneary@harrisassoc.com.

 

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Products

Separate Accounts

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

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

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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