Balanced

Balanced portfolios are a combination of equity and fixed-income securities intended to work together to optimize return and risk.

Equity securities held in the Balanced strategy fit the value-focused criteria established for all equity products at Harris Associates: companies that we believe are trading at a significant discount to our estimate of intrinsic value, have intrinsic values that grow with time and have proven, shareholder-oriented management teams.
 
The fixed-income component strives to minimize risk and generate income by investing primarily in high-quality instruments with short to intermediate duration.

Learn more about the investment philosophy and process that guide all of the strategies at Harris Associates.

Meet our Portfolio Managers

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Portfolio Management

Clyde S. McGregor, CFA

Partner and Portfolio Manager

Michael J. Mangan, CFA, CPA

Partner and Portfolio Manager

Andrew M. Gluck, CFA

Director and Portfolio Manager

Diane L. Mustain, CFA

Director and Portfolio Manager

Thomas W. Delaney, CFA

Portfolio Manager

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Please wait while we gather your results.

Portfolio Management

Clyde S. McGregor, CFA

Partner and Portfolio Manager

Michael J. Mangan, CFA, CPA

Partner and Portfolio Manager

Andrew M. Gluck, CFA

Director and Portfolio Manager

Diane L. Mustain, CFA

Director and Portfolio Manager

Thomas W. Delaney, CFA

Portfolio Manager

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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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