基本資料

投資策略

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。

基金經理人

• Liu Eric
• 資歷 0年(2024-07-01 至今)

• •	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)

• Sitarz John
• 資歷 2年(2022-08-01 至今)

• 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.

• Hudson M. Colin
• 資歷 2年(2022-08-01 至今)

• 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.

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