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)

• William Nygren is a Vice President, the Chief Investment Officer-U.S. Equities, Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. Prior to joining Harris Associates in 1983, he was an Investment Analyst with Northwestern Mutual Life Insurance Co. William has an MS from the University of Wisconsin-Madison and a BS from the University of Minnesota.

• 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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