Investment Managers & Capabilities
Harris Associates

- Founded: 1976
- Headquartered: Chicago, IL, USA
- Expertise: Value investments
- AUM: USD 123.8B as of December 31, 2021
Harris Associates manages US, global, and international strategies. The firm employs an intensive, fundamental in-house research process to identify companies trading at a significant discount to managers' estimates of intrinsic business value. Harris Associates uses its experienced team, consistent and pervasive philosophy, repeatable and fundamental process, and long-term investment horizons as the foundation of steadfast conviction.
Funds
NatixisOakmark Fund
Concentrated, actively managed large value US equity fund.
NatixisOakmark International Fund
Foreign large value fund with award-winning active manager David Herro that uses a value strategy to pursue opportunities across non-US markets.
NatixisU.S. Equity Opportunities ETF (EQOP)
A diversified core equity holding combining complementary, fundamentally driven value and growth strategies.
NatixisU.S. Equity Opportunities Fund
Actively managed core US equity fund that combines the expertise of Bill Nygren of Harris Associates and Aziz Hamzaogullari of Loomis Sayles.
Oakmark Bond Fund
Opportunistic fixed income fund with a bottom-up security selection process and flexible approach that aims to deliver alpha.
OakmarkEquity and Income Fund
Actively managed balanced fund and core holding.
OakmarkFund
Concentrated, actively managed large blend US equity fund.
OakmarkGlobal Fund
Concentrated, actively managed, flexible all cap world stock fund.
OakmarkGlobal Select Fund
Concentrated, actively managed high-conviction world stock fund.
OakmarkInternational Fund
Flexible, focused foreign large-blend fund actively managed by award-winning value investor David Herro since its inception in 1992.
OakmarkInternational Small Cap Fund
Foreign, actively managed small-/mid-blend equity fund.
OakmarkSelect Fund
Concentrated, high-conviction US mid-/large-cap equity fund.