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Harris Associates

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36: 385:. The investment process entails investing in businesses that are trading at a discount to intrinsic value. The intrinsic value is based on a discounted cash flow analysis that takes into account the quality of management and the company's ability to grow. According to research by Morningstar in April 2013 which analyzed the performance of the seven Oakmark funds over a five-year period, four were ranked in at least the top 2% in their relevant categories. 124: 411:, a suit brought in federal court by a group of mutual fund investors against the firm. The mutual fund investors, who are investors in the Oakmark funds, claimed that the funds have overpaid their advisor (Harris Associates), and that the fees that Harris Associates charges Oakmark investors are higher than the fees that Harris charges institutional clients. 364:
Harris Associates was founded in 1976 by Victor Morgenstern, Myron Szold, Roger Brown, Ralph Wanger, Joe Braucher, Peter Foreman, Ed Neisser and Earl Rusnak, who had previously worked in the private investment office of Chicago entrepreneur
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equity, international equity, and global equity strategies which are offered through its mutual fund company, the Oakmark Funds, and other types of vehicles. Harris is wholly owned by
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As of 2020, notable investment managers include Bill Nygren, who joined in 1983 is known for a value investing approach.
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In March 2010, the Supreme Court unanimously vacated the Seventh Circuit's ruling and remanded the case.
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http://analysis.morningstar.com/analystreport/far.aspx?t=OAKLX&region=USA&culture=en-us
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that has $ 102 billion under management as of June 30, 2024. Harris manages long-only
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arguing that sometimes marketplaces need to be reined in.
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in 2008, with a judge who is a noted free-market backer,
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and tools are available to assist in formatting, such as
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United States Court of Appeals for the Seventh Circuit
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Investment management companies of the United States
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Harris Associates 323: 334:Harris Associates L.P. 18:Harris Associates L.P. 515:on December 24, 2013. 377:Investment philosophy 204:Investment Management 154:neutral point of view 556:news.morningstar.com 538:"Earning Their Keep" 493:. 5 September 2023. 389:Investment managers 287:Number of employees 186: 146:promotional content 655:"Today's opinions" 643:. 2 November 2009. 625:. 3 November 2009. 607:. 3 November 2009. 403:U.S. Supreme Court 397:Supreme Court case 342:investment company 231:Victor Morgenstern 148:and inappropriate 331: 330: 240:Chicago, Illinois 185:Harris Associates 182: 181: 174: 116: 115: 108: 66:Several templates 16:(Redirected from 713: 677: 676: 674:Official website 659: 658: 657:. 30 March 2010. 651: 645: 644: 633: 627: 626: 615: 609: 608: 597: 591: 590: 588: 587: 580:Morningstar, Inc 572: 566: 565: 563: 562: 548: 542: 541: 534: 528: 523: 517: 516: 511:. 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Retrieved 449: 437: 424: 413: 406: 400: 392: 380: 363: 333: 332: 324: 315:.harrisassoc 254:Mutual Funds 236:Headquarters 190:Company type 168: 159: 144:by removing 140:Please help 132: 102: 93: 82:Citation bot 44: 371:Harris Bank 278:102 billion 96:August 2022 685:Categories 586:2020-04-10 561:2020-04-10 476:2022-05-22 443:"Form ADV" 429:References 142:improve it 62:verifiable 641:Bloomberg 509:Bloomberg 280:(Q2 2024) 162:June 2022 47:bare URLs 491:"Stocks" 247:Products 200:Industry 51:link rot 360:History 340:-based 338:Chicago 308:Website 228:Founder 218: ( 210:Founded 194:Private 297:Parent 242:, U.S. 71:reFill 446:(PDF) 336:is a 45:uses 457:2024 354:BPCE 346:U.S. 317:.com 276:US$ 220:1976 213:1976 79:and 450:SEC 373:.. 313:www 269:AUM 687:: 639:. 621:. 603:. 578:. 554:. 507:. 448:. 589:. 564:. 540:. 479:. 459:. 222:) 175:) 169:( 164:) 160:( 156:. 138:. 109:) 103:( 98:) 94:( 90:. 88:) 84:( 77:) 73:( 53:. 20:)

Index

Harris Associates L.P.
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Private
Investment Management
Chicago, Illinois
Mutual Funds
Asset Management
AUM
US$
Parent
Natixis Investment Managers
www.harrisassoc.com
Chicago
investment company
U.S.

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