Global Concentrated

Global Concentrated portfolios are composed of equity securities that we believe trade at a significant discount to our estimate of intrinsic value, have intrinsic values that grow with time and have shareholder-oriented management teams.
 
Our bottom-up portfolio construction leads to the selection of approximately 15 to 25 attractive large-cap companies from our approved list of U.S. and international stocks. The market capitalization focus is greater than $5 billion at the time of initial purchase. We do not strive for specific country, sector or industry exposure in the Global Concentrated strategy -- these allocations instead are determined strictly by stock selection.

Foreign currency exposure may be hedged defensively in the Global Concentrated strategy for any currencies that we believe are significantly overvalued. Investment in emerging market securities is permitted only in countries that meet our legal standards.

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

David G. Herro, CFA

Partner, Portfolio Manager and Chief Investment Officer - International Equity

Tony Coniaris, CFA

Partner, Portfolio Manager and U.S. Investment Analyst

Eric Liu, CFA

Partner, Portfolio Manager and Sr. International Investment Analyst

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Portfolio Management

David G. Herro, CFA

Partner, Portfolio Manager and Chief Investment Officer - International Equity

Tony Coniaris, CFA

Partner, Portfolio Manager and U.S. Investment Analyst

Eric Liu, CFA

Partner, Portfolio Manager and Sr. International Investment Analyst

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Strategy Commentary

Global Concentrated Strategy

Major global markets moved higher in the first quarter, despite contending with a barrage of geopolitical pressures.

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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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