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

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

• Anthony P. Coniaris, is the Co-Chairman, Portfolio Manager and an Analyst at Harris. He started at Harris Associates as a Research Associate in 1999 and became an analyst in 2003. He received an M.B.A. from Northwestern University (2005) and a B.A. in Business/Economics from Wheaton College (1999).

• Bierig Robert
• 資歷 23年(2001-06-21 至今)

• BA (Duke University, 2000)
  Managing Principal at Amethyst Capital Management (2011); Managing Director at GEICO Investments (2007-10); Investor at Frist Capital (2005-07); Investment Analyst at ESL Investments (2002-05); Investment Banking Analyst at Morgan Stanley (2000-02)

• Hudson M. Colin
• 資歷 23年(2001-06-21 至今)

• - Vice President of The Oakmark Funds
  - Portfolio Manager of the Oakmark Global Fund, the Oakmark Global Select Fund, the Oakmark Equity and Income Fund and the Oakmark Bond Fund
  - Portfolio Manager of the Global All Cap, Global, Global Concentrated, Equity and Income and Fixed Income Strategies
  - BA (DePauw University, 1992)
  - MS (Indiana University, 1996)
  - MBA (Indiana University, 1999)
  - Vice President and Director of Research at Hilliard Lyons Asset Management (1999-2005); Investment Analyst at Wallington Asset Management (1998-99)

基金費用

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