Harris | Oakmark Head of U.S. Research and Portfolio Manager Alex Fitch discusses product “innovations” that tend to emerge with new market cycles, and how those compare to traditional balanced products.
This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals.
Investing involves risk including potential loss of principal. There can be no guarantee that an investment will achieve its objectives or provide positive performance over any period of time. The information, data, analyses and opinions presented herein (including current investment themes, the portfolio managers’ research and investment process, and portfolio characteristics) are for informational purposes only and represent the investments and views of the author and Harris Associates L.P. as of the date written and are subject to change without notice.
This content is not a recommendation of or an offer to buy or sell a security and is not warranted to be correct, complete or accurate. The specific securities identified and described in this report do not represent all the securities purchased, sold or recommended to advisory clients. There is no assurance that any securities discussed herein will remain in an account’s portfolio at the time one receives this report or that securities sold have not been repurchased. It should not be assumed that any of the securities, transactions or holdings discussed herein were or will prove to be profitable.
