基本資料

投資策略

本子基金主要投資世界各國的股權證券。

基金經理人

• Coniaris Anthony
• 資歷 7年(2017-01-01 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).

• Long Jason
• 資歷 7年(2017-01-01 至今)

• - Vice President of The Oakmark Funds
  - Portfolio Manager of the Oakmark Global Fund
  - Portfolio Manager of the Global All Cap Strategy
  - BA (San Diego State University, 1999)
  - Senior Research Analyst at Security Global Investors (2010-11); Partner at Carmel Capital Partners (2006-09); International Investment Analyst at Harris Associates (2004-06); Senior Research Associate at Brandes Investment Partners (1999-2004)

• Herro David
• 資歷 7年(2016-09-30 至今)

• David Herro，CFA（特許財務分析師）：1985 年開始投資生涯，於 1992 年加入 Harris Associates，自基金成立起便負責操盤，擁有威斯康辛大學密爾瓦基分校（University of Wisconsin-Milwaukee）文學碩士學位。

基金費用

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