Japan Equity

Japan Equity portfolios are composed of Japanese securities whose market price reflects a significant discount to our estimate of their intrinsic value. We also believe that the market value of these securities are likely to grow over time and that they have proven, shareholder-oriented management teams.

Our bottom-up portfolio construction leads to the selection of the 15 to 30 most attractive mid- and large-cap companies from our approved list of Japanese securities. We do not strive for specific sector or industry exposure -- these allocations instead are determined strictly by stock selection. 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

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

Eric Liu, CFA

Partner, Portfolio Manager and Sr. International Investment Analyst

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Strategy Commentary

Japan Strategy

Major global markets finished mixed in the third quarter. August served as the most volatile month, bookended by relatively flat performance in July and September.

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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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