Harris Associates
Harris Associates Global Strategy
Global Large-cap
Dec 2024 → Sep 2026
Our archive holds 3 letters from this strategy, behind 4 investment theses and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 3 years · follow all of Harris Associates for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD
- YTD+2.2%index +11.8%
- 1Y+7.4%index +15.2%
- 3Y · /yr+12.3%index +21.4%
- 5Y · /yr+6.5%index +11.9%
- 10Y · /yr+9.3%index +12.8%
- Inception · /yr+7.0%index +8.0%
Index: MSCI World Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Harris Associates Global Strategy | +2.2% | +7.4% | +12.3% | +6.5% | +9.3% | +7.0% |
| MSCI World Index | +11.8% | +15.2% | +21.4% | +11.9% | +12.8% | +8.0% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We eliminated the following position(s) during the period: • ConocoPhillips
We eliminated the following position(s) during the period: • ConocoPhillips • Deere
We eliminated the following position(s) during the period: • ConocoPhillips • Deere • Gartner
We eliminated the following position(s) during the period:
We eliminated the following position(s) during the period:
We eliminated the following position(s) during the period:
We eliminated the following position(s) during the period:
We eliminated the following position(s) during the period:
Also held
Its investment theses
- TE ConnectivitySep 2026TE Connectivity has durable competitive advantages, secular growth exposure, and an attractive valuation.
- Compass GroupJun 2026Compass Group is a scaled contract foodservice leader with recurring revenues, operational excellence, and long-term growth and margin potential.
- AccorJun 2026Accor is an asset-light hospitality franchisor with recurring fees, faster-growing market exposure, and valuation upside from a potential re-rating.
- AmrizeJun 2026Amrize is a strong North American building materials business with pricing power, acquisition-led growth potential, and margin upside.