Harris Associates
U.S. Equity Strategy
Overview
Why Choose This Strategy?
- For US-only equity exposure.
- As an actively managed, value-oriented US 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 approximately 40 portfolio holdings with a market cap focus of $5 billion or more.
- There are no restrictions on specific sector allocations; however, exposure to a single industry typically doesn’t exceed 25%.
- Position sizes are generally restricted to 7% at the time of the initial purchase.
Facts
ObjectiveInstitutional investors and clients working through financial professionals seeking a U.S.-only exposure. |
|
Inception Date07/01/98 |
Management
Harris Associates
| Joined the Firm | Began Investment Career | |
|---|---|---|
|
1999 | 1999 |
|
2012 | 2000 |
|
2013 | 2002 |
Sales & Support
For Financial Professionals
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
3737219.2.1