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Harris Associates (The Oakmark Funds)
Harris Associates, an affiliate of Natixis Global Associates, is
recognized as one of the premier value managers in the industry today and has a
30-year record of consistent style purity. The firm applies an intensive, fundamental
in-house research process to identify companies that are trading at a significant
discount compared to the managers' estimate of true business value. Harris Associates'
managers construct each portfolio on a stock-by-stock basis and follow a strict
buy/sell discipline.
Harris Associates, founded in 1976, is headquartered in Chicago, Illinois. The firm
has $47.8 billion1 in assets
under management (as of
September 30, 2008).
For an in-depth look at Harris Associates, download our manager overview brochure.
Natixis Funds
Managed:
Portfolio Managers:
Robert M. Levy, CFA
Portfolio Manager, Partner, Chairman, CIO
Harris Associates Focused Value Fund
Mr. Levy is partner, Chairman and Chief Executive Officer at Harris Associates,
which he joined in 1985. Prior to Harris Associates, he was employed by Gofen and
Glossberg, Inc. He has 26 years of investment experience.
Mr. Levy received a BA from Vanderbilt University and an MBA from the Wharton School
of Business, University of Pennsylvania. He holds the chartered financial analyst
designation.
Edward S. Loeb, CFA
Partner and Portfolio Manager
Harris Associates Large Cap Value Fund
Natixis Moderate Diversified Portfolio
Natixis U.S. Diversified Portfolio
Mr. Loeb has co-managed the Harris Associates' segment of
Natixis U.S. Diversified Portfolio
since October 2000. Mr. Loeb, partner and portfolio manager,
joined the company in 1989. Prior to Harris Associates, he was employed by Wertheim
Schroder & Co., Inc. He has 15 years investment experience.
Mr. Loeb received a BA from Princeton University and an MBA from Northwestern University
and holds the chartered financial analyst designation. He has been a portfolio co-manager
on
Harris Associates Large Cap Value Fund
since July 2002.
Michael J. Mangan, CFA, CPA
Portfolio Manager, Partner
Harris Associates Focused Value Fund
Harris Associates Large Cap Value Fund
Natixis Moderate Diversified Portfolio
Natixis U.S. Diversified Portfolio
Mr. Mangan joined Harris Associates in 1997 and has 14 years of investment
experience. He received a BBA from the University of Iowa and an MBA from Northwestern
University. Prior to joining Harris Associates, he was employed by Stein Roe & Farnum
and by Continental Bank. He holds the chartered financial analyst designation and
is a certified public accountant.
Mr. Mangan has been a portfolio co-manager on
Harris Associates Large Cap Value Fund
since July 2002.
Diane L. Mustain, CFA
Portfolio Manager
Harris Associates Large Cap Value Fund
Natixis Moderate Diversified Portfolio
Natixis U.S. Diversified Portfolio
Ms. Mustain is a portfolio manager at Harris Associates. She joined the
firm in 2002. She began her investment management career in 1981. Prior to joining
Harris Associates, Ms. Mustain was employed by Duff & Phelps Investment Management
Company from 1981 through 2001, where she held the position of Executive Vice President
and Head of Equities.
Ms. Mustain received both a Bachelor of Science degree and an MBA from DePaul
University. She holds the chartered financial analyst designation.
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