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Harris Associates
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Fund Name
1y
3y ann.
5y. ann
Yield
Risk level
Fund-level fees after Cashback
Fees saved on Endowus
AllSpring GI  |  LU0353189763
US All Cap Growth Fund
Equities
US
USD
Acc
+24.62%
+21.56%
+9.50%
-
0.95%
0.78%
AllSpring GI  |  LU0353189763
Global Equity Enhanced Income Fund
Equities
Global
USD
Dist
+23.74%
+18.60%
+12.87%
-
0.80%
0.60%
AllSpring GI  |  LU0353189763
Climate Transition Global Investment Grade Credit Fund
Fixed income
Global
USD
Acc
+4.23%
+5.08%
-
5.32%
0.95%
-
AllSpring GI  |  LU0353189763
US All Cap Growth Fund
Equities
US
USD
Acc
Moderately high risk
1y:
+24.62%
3y ann.:
+21.56%
5y ann.:
+9.50%
AllSpring GI  |  LU0353189763
Global Equity Enhanced Income Fund
Equities
Global
USD
Dist
Moderately high risk
1y:
+23.74%
3y ann.:
+18.60%
5y ann.:
+12.87%
AllSpring GI  |  LU0353189763
Climate Transition Global Investment Grade Credit Fund
Fixed income
Global
USD
Acc
Low risk
1y:
+4.23%
3y ann.:
+5.08%
5y ann.:
-

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About

Harris Associates

Harris Associates L.P., a Chicago-based investment management firm founded in 1976, manages U.S., global and international strategies. We seek to invest in businesses that are priced at substantial discounts to our estimate of intrinsic value. We think this approach provides us with a “margin of safety,” which reduces risk and allows for above- average returns over time. We view every stock purchase as if we are buying a piece of a business and seek to invest with management teams that are well-aligned with shareholders. And we believe our clients should demand the same from their investment managers.

Harris Associates is an affiliate of Natixis Investment Managers.

Why

Harris Associates

We adhere to a fundamental, bottom-up idea generation process. It starts with our generalist analysts who rely on intensive fundamental research across industries to identify investment opportunities. Ideas that meet our business and management criteria are then vetted by the investment committee. During this time, our investment professionals debate the merits of the ideas and our seasoned investment committee members vote on the outcome. The investment opportunities that make it through this rigorous process are then used to build portfolios for our clients, one investment at a time.

We believe our bottom-up research process allows us to identify some of the most attractive investment opportunities in the market. We invest in them based on the strength of our conviction so our best ideas can have a meaningful impact on portfolio performance. We think focusing on our best ideas minimizes risk and maximizes return potential over the long run.

What you can expect:

- Active management: Allocations result from our bottom-up process, not attempts to match a benchmark

- High conviction: Investing only in our best ideas leads to a focused portfolio (generally 20-70 stocks)

- Consistency: Throughout our history, we have implemented a consistent investment philosophy

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Awards

More from

Harris Associates

Memos from Howard Marks (Further Thoughts on Sea Change)

Further Thoughts on Sea Change (Oct 11, 2023)
Investment expert Howard Marks discusses reallocating capital away from ownership and leverage (equities and leveraged investments) and towards lending (credit instruments) as a more attractive investment strategy, citing the potential for competitive returns and lower uncertainty in the credit market compared to equities.

Memos from Howard Marks (Lessons from Silicon Valley Bank)

Lessons from Silicon Valley Bank (Apr 17, 2023)
Howard Marks, Co-Chairman of Oaktree Capital discusses the significance of the Silicon Valley Bank collapse. He argues that it likely doesn't portend a wave of banking failures but may amplify preexisting wariness among investors and lenders, leading to further credit tightening and additional pain across a range of industries and sectors.

Memos from Howard Marks (Sea Change)

Sea Change (Dec 13, 2022)
Investment expert Howard Marks discusses the recent shift in market dynamics, including low interest rates and increasing inflation, and shares his advice on how investors should approach these changes. Marks emphasizes the importance of staying disciplined and focusing on high-quality investments with sustainable business models.

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