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Harris 全球股票基金的投資目標為達致長期資本增長。本基金將至少三分之二的總資產投資於全球各地的股本證券。本基金可將最多三分之一的總資產投資於現金、現金等價物或者上文所述以外的其他類型證券。 本基金可投資最多 10%的淨資產於集體投資計劃。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Eric Liu | Partner, VP, PM & Senior International Investment Analyst | 2024 | now |
自傳 | • Vice President of the Oakmark Funds • Portfolio Manager of the Oakmark Global Fund, the Oakmark Global Select Fund and the Oakmark International Fund • Portfolio Manager of the Global All Cap, Global, Global Concentrated, International and Japan Strategies • BA (University of California Los Angeles, 2001) • MBA (University of Chicago, 2009) • Research Associate at Dodge & Cox (2004-07); Investment Banking Analyst at Jefferies & Company (2002-04) | ||
John A. Sitarz | Partner, Portfolio Manager and U.S. Investment Analyst | 2022 | now |
自傳 | John Sitarz is a Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He is a Portfolio Manager of the Global All Cap, Global and Global Concentrated Strategies. Prior to joining Harris Associates in 2013, he was an Audit Senior Assistant at Deloitte & Touche. John has a BS from the University of Denver. | ||
M. Colin Hudson | Partner, Vice President, Portfolio Manager and U.S. Investment Analyst | 2022 | now |
自傳 | M. Colin Hudson is a Vice President, Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He is a Portfolio Manager of the Global All Cap, Global, Global Concentrated, Equity and Income and Fixed Income Strategies. Prior to joining Harris Associates in 2005, Colin was the Vice President and Director of Research at Hilliard Lyons Asset Management and an Investment Analyst at Wallington Asset Management. Colin has an MBA and an MS from Indiana University and a BA from DePauw University. | ||
Anthony P. Coniaris | Co-Chairman | 2017 | now |
自傳 | Tony Coniaris is Chairman and a Portfolio Manager at Harris Associates L.P. He is a Portfolio Manager of the U.S. Equity, U.S. Concentrated, Global All Cap, Global and Global Concentrated Strategies. He joined Harris Associates in 1999. Tony has an MBA from Northwestern University and a BA from Wheaton College. | ||
David G. Herro | Partner, Deputy Chairman | 2016 | now |
自傳 | David Herro is the Deputy Chairman, Chief Investment Officer of International Equities and a Portfolio Manager at Harris Associates L.P. He is a Portfolio Manager of the International, International Small Cap, Japan, Global All Cap, Global and Global Concentrated Strategies. Prior to joining Harris Associates in 1992, David was a Portfolio Manager for the State of Wisconsin Investment Board and a Portfolio Manager for The Principal Financial Group. David has an MA from the University of Wisconsin-Milwaukee and a BS from the University of Wisconsin-Platteville. | ||
Jason E. Long | Partner, Portfolio Manager & Senior International Investment Analyst | 2017 | 2024 |
自傳 | Jason Long is a Portfolio Manager and Senior International Investment Analyst at Harris Associates L.P. He is a Portfolio Manager of the Global All Cap Strategy. Prior to joining Harris Associates in 2011, Jason was formerly a Senior Research Analyst at Security Global Investors, a Partner at Carmel Capital Partners, an International Investment Analyst at Harris Associates L.P. and a Senior Research Associate at Brandes Investment Partners. Jason has a BA from San Diego State University. | ||
Clyde S. McGregor | Partner, Vice President and Portfolio Manager | 2003 | 2023 |
自傳 | - Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark Equity and Income Fund and the Oakmark Global Fund - Portfolio Manager of Private Client, Equity and Income and Global All Cap Strategies - BA (Oberlin College, 1974) - MBA (University of Wisconsin-Madison, 1977) - Investment Officer of the Northern Trust Company (1977-81) | ||
Robert A. Taylor | Director | 2005 | 2016 |
自傳 | Robert A.Taylor, CFA Rob Taylor has been a manager of the Oakmark Global Fund (OAKGX) since 2005 and the Oakmark International Fund (OAKIX) since 2008. He is also Director of International Research at Harris Associates, which he joined in 1994. Mr. Taylor received a B.B.A. from the University of Wisconsin (1994). | ||
Michael J. Welsh | Partner | 2001 | 2006 |
自傳 | Michael J. Welsh, CFA, CPA Partner, Director of International Research and Portfolio Manager of The Oakmark International Fund, The Oakmark International Small Cap Fund, The Oakmark Global Fund. Welsh has a BS from the University of Kansas (1985) and an MBA from Northwestern University (1993). Formerly a Senior Associate of Valuation Services with Coopers & Lybrand, 1990-92; and Consultant, Valuation Services with Price Waterhouse, 1985-90. Welsh has sixteen years of investment experience. He joined Harris Associates in 1992. |
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