基本資料

投資策略

本基金以資本的長期成長為投資目標。本子基金主要投資美國較大型公司。

基金經理人

• Coniaris Anthony
• 資歷 21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 21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 21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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