News
David Herro on CNBC’s “Closing Bell Overtime” (02.22.24)
Portfolio Manager David Herro discusses investing in Japan and why, despite current market conditions, investors should be cautious during a CNBC “Closing Bell: Overtime”...
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There is a real disconnect between news flow on public companies and the value of the underlying businesses. The overwhelming majority of discussion is based on what may happen over the next year or so to create volatility in earnings, despite over 90% of intrinsic value depending on what happens after that. This provides opportunities for long-term, value-minded investors like us.
-Tony Coniaris, CFA, Partner, Co-Chairman
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With a consistent, firm-wide investment philosophy and process, each separate account portfolio is built one stock at a time. Because the needs of each client are different and the markets constantly change, the separate account relationship is a dynamic one.
An extension of Harris Associates’ value-focused approach to investing, our family of mutual funds is available through financial advisors, directly from Harris Associates and other intermediaries.
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