Insights
Caution amidst a concentrated equity market and contentious elections
June 30, 2024
With the market at an all-time high, we still see opportunities. Amidst potential political uncertainty, we remain focused on long-term results.
Director and Portfolio Manager, Private Wealth Management
Insights
June 30, 2024
With the market at an all-time high, we still see opportunities. Amidst potential political uncertainty, we remain focused on long-term results.
Insights
September 30, 2023
Stock prices may fluctuate on whatever the news of the day is, while business values are likely to be much more stable, which gives...
Insights
March 31, 2023
Our belief is that our research process, concentrated portfolios and long-term focus are what best position our portfolios for long-term success.
At Harris Associates, we don’t have an opinion about how equities will perform this year, if a recession will start or if the political parties will produce pro-growth candidates during the next election cycle. As long-term investors, we don’t think it matters.