Harris Associates
Harris Associates International Strategy
International
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 5 investment theses and positions in 15 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Harris Associates for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD
- YTD+1.9%index +10.2%
- 1Y+6.9%index +15.9%
- 3Y · /yr+12.1%index +18.9%
- 5Y · /yr+5.7%index +9.7%
- 10Y · /yr+7.1%index +9.3%
- Inception · /yr+8.9%index +6.8%
Index: MSCI World Index ex USA
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Harris Associates International Strategy | +1.9% | +6.9% | +12.1% | +5.7% | +7.1% | +8.9% |
| MSCI World Index ex USA | +10.2% | +15.9% | +18.9% | +9.7% | +9.3% | +6.8% |
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:
We eliminated the following position(s) during the period:
We eliminated the following position(s) during the period:
- ExitedAumovioJun 2026
We eliminated the following position(s) during the period:
Also held
Its investment theses
- BramblesSep 2026Brambles is a dominant pallet pooling company with scale advantages, digital tracking improvements, and an attractive valuation after temporary disruptions.
- FinecoBankSep 2026FinecoBank is a fintech bank with a scalable wealth management platform and multiple structural growth drivers that support an earnings inflection point.
- KoneSep 2026Kone is a high-quality elevator and escalator company with recurring service revenue, a potential acquisition catalyst, and attractive valuation.
- MercadoLibreSep 2026MercadoLibre is a leading e-commerce and fintech platform with a large growth runway, ecosystem monetization, and underappreciated long-term earnings potential.
- Bureau VeritasJun 2026Bureau Veritas has durable growth and resilient margins from its oligopolistic TIC model, with upside from portfolio reshaping and a discounted valuation.