基本資料

投資策略

Harris 全球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全球各地的股本證券。本基金可將最多三分之一的總資產投資於現金、現金等價物或者上文所述以外的其他類型證券。 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

• Liu Eric
• 資歷 1年(2024-07-01 至今)

• •	Vice President of the Oakmark Funds
  •	Portfolio Manager of the Oakmark Global Fund, the Oakmark Global Select Fund and the Oakmark International Fund
  •	Portfolio Manager of the Global All Cap, Global, Global Concentrated, International and Japan Strategies
  •	BA (University of California Los Angeles, 2001)
  •	MBA (University of Chicago, 2009)
  •	Research Associate at Dodge & Cox (2004-07); Investment Banking Analyst at Jefferies & Company (2002-04)

• Sitarz John
• 資歷 3年(2022-08-01 至今)

• John Sitarz is a Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He is a Portfolio Manager of the Global All Cap, Global and Global Concentrated Strategies. Prior to joining Harris Associates in 2013, he was an Audit Senior Assistant at Deloitte & Touche. John has a BS from the University of Denver.

• Hudson M. Colin
• 資歷 3年(2022-08-01 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)

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