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Harris Associates

Global Equity Strategy

Why choose this strategy?

  • For exposure to large-cap US and international stocks.
  • As an actively managed, value-oriented, global equity holding.

 

Investment strategy

  • Strict, value-oriented approach that seeks out substantially underpriced companies with strong business fundamentals and proven shareholder-oriented management teams.
  • Bottom-up selection process leads to the selection of 30-60 attractive large-cap companies from our approved list of US and international stocks.
  • Market capitalization focus is greater than $5 billion at time of initial purchase.
  • There are no specific country, sector or industry targets, as allocations are determined entirely through the stock selection process.
  • Typically, portfolios have no more than 30% invested in a single country (except the US) and no more than 25% in any industry.
  • Position sizes are held to a 10% maximum at the time of initial purchase.
  • Foreign currency exposure may be hedged defensively for any currencies deemed significantly overvalued.
  • Investment in emerging market securities is permitted only in countries that meet specific legal standards.

Facts

Objective: Investors seeking an allocation to large-cap U.S. and international stocks.

Inception date: 07/01/07

Management

David G. Herro, CFA
Partner, Deputy Chairman, Portfolio Manager and Co-Chief Investment Officer-International Equities
Harris | Oakmark
Anthony Coniaris, CFA
Partner, Chairman, Portfolio Manager and Co-Chief Investment Officer – International Equities
Harris | Oakmark
Eric Liu, CFA
Partner, Portfolio Manager and Sr. International Investment Analyst
Harris | Oakmark
M. Colin Hudson, CFA
Partner, Portfolio Manager, Co-Head of Fixed Income, and U.S. Equity Investment Analyst
Harris | Oakmark
John Sitarz, CFA, CPA
Partner, Portfolio Manager and U.S. Investment Analyst
Harris | Oakmark

Harris | Oakmark

A consistent approach to value investing.

How can we assist you?

Contact your Natixis representative to learn more about our investment strategies, solutions, and services.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

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