Harris Associates
Harris Oakmark Global All Cap Strategy
Global
Jun 2025 → Jun 2025
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Harris Associates for every strategy.
Its investment theses
- AdidasJun 2025Adidas is a revitalized global sportswear leader poised for growth and margin expansion, offering an attractive investment opportunity at a discount due to recent stock price declines.
- Ashtead GroupJun 2025Ashtead Group is a well-positioned international equipment rental company that is poised to gain market share in an under-penetrated North American market, supported by a strong management team and benefiting from recent tariff-induced investment reshoring opportunities.