Harris Associates LP

Harris Associates LP

Harris Associates LP

Overview
Date Founded

1976

Headquarters

111 South Wacker Drive,Suite 4600,Chicago, IL 60606-4319

Type of Company

Private

Employees (Worldwide)

192

Industries

Investment Services & Portfolio Management

Company Description

Harris Associates uses a value investment philosophy in selecting equity and equity-like securities of U.S. and non-U.S. issuers. This investment philosophy is based upon the belief that, over time, a company’s stock price converges with the company’s intrinsic or true business value. The firm's investment philosophy spans across large, mid and small cap companies. In addition, in connection with certain investment strategies that have direct or indirect foreign currency exposure, Harris may hedge a client’s exposure to such currencies. The firm's discretionary investment advisory services include a variety of investment strategies from which clients may select. These strategies include U.S. equity, U.S. concentrated equity, U.S. mid cap equity, balanced, equity and income, global all cap equity, global equity, global concentrated equity, international equity, international small cap equity, and Japan equity. Harris also provides variations of certain of these strategies to accommodate, among other things, currency hedging or country exclusions. The firm also provides U.S. equity and balanced portfolios to private clients. In connection with their balanced and equity and income strategies, Harris provides investment advice regarding a wide range of debt securities issued by U.S. and non-U.S. governments, government-sponsored entities, municipalities, international agencies and corporations. The debt securities portion of the balanced and equity and income strategies should, in Harris’ opinion, complement the strategies’ equity holdings. Harris aims for preservation of capital and generation of income in the debt portion of the strategies. In general, Harris selects what they believe are debt securities of high quality (typically U.S. Treasury and Agency securities, non-U.S. government securities, or highly-rated municipal and corporate securities) and short-to-intermediate maturities. Harris may also invest in medium and lower-grade debt securities.

Contact Data
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Executives & Employees

Co-Chairman

Co-Chairman

Partner & President

Partner & Portfolio Manager

Chief Executive Officer

Chief Financial Officer & Treasurer

Interim Chief Financial Officer

Chief Operating Officer

Partner & General Counsel

Vice President, General Counsel & Secretary

Board of Directors

Partner & Portfolio Manager at Harris Associates LP

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Harris Associates LP
Recent Transactions
Details Hidden

Harris Associates LP, Southeastern Asset Management, Inc., Dodge & Cox, Inc., Provide Commerce, Inc., Qurate Retail, Inc., ClearBridge Investments LLC, Capital Research & Management Co. (World Investors), Capital Research & Management Co. (Global Investors) purchase RedEnvelope, Inc.

Details Hidden

Harris Associates LP, Natixis SA purchase Cision AB

Details Hidden

Harris Associates LP, Caisse Nationale des Caisses d'Epargne SA purchase Mediaset España Comunicación SA

Transaction Advisors
Investment Advisor

Advised onNew England Investment Companies Inc., New England Mutual Life Insurance Co. purchase Harris Associates LP

Advisors & Consultants
Legal Advisor

Shareholder at Vedder Price P.C.

Clients

VNA Foundation is a grantmaking foundation serving the Chicago metropolitan area. We provide financial support to nonprofit organizations that offer home- and community-based healthcare to the medically underserved. Our focus has been unwavering for the past 100 years: helping the men, women and children of Chicago who lack access to basic health services.

Political Donations
$2,500
2002
$5,000 +