基本資料

投資策略

Harris 美國價值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大型美國企業之股本證券，本基金對「大型美國企業」之定義為市值超過 50 億美元，並且在美國註冊成立或在美國進行大部分經濟活動的企業。本基金可將最多三分之一的總資產投資於上文所述以外的其他證券，包括非美國企業或市值較小之企業。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

• Nygren William
• 資歷 0年(2024-07-01 至今)

• •	Vice President of the Oakmark Funds
  •	Portfolio Manager of the Oakmark Fund and the Oakmark Select Fund
  •	Portfolio Manager of the U.S. Large Value Strategy 
  •	BS (University of Minnesota, 1980)
  •	MS (University of Wisconsin-Madison, Applied Security Analysis Program, 1981)
  •	Director of Research at Harris Associates (1990-98); Equity Analyst with Harris Associates (1983-90); Investment Analyst with Northwestern Mutual Life Insurance Co. (1981-83)

• Nicolas Michael
• 資歷 2年(2022-08-01 至今)

• Michael Nicolas is a Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He joined Harris Associates in 2013. He is a Portfolio Manager of the U.S. Equity and Equity and Income Strategies. Prior to joining Harris Associates, Michael was a Managing Director at Lakeview Investment Group. Michael has a BA from the University of Wisconsin-Madison.

• Coniaris Anthony
• 資歷 23年(2001-06-21 至今)

• Tony Coniaris is Chairman and a Portfolio Manager at Harris Associates L.P. He is a Portfolio Manager of the U.S. Equity, U.S. Concentrated, Global All Cap, Global and Global Concentrated Strategies. He joined Harris Associates in 1999. Tony has an MBA from Northwestern University and a BA from Wheaton College.

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