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www .harrisassoc .com. Harris Associates L.P. is a Chicago -based investment company that has $108 billion under management [1] as of March 31, 2024. Harris manages long-only U.S. equity, international equity, and global equity strategies which are offered through its mutual fund company, the Oakmark Funds, and other types of vehicles.
The following is a limited list of mutual-fund families in the United States.A family of mutual funds is a group of funds that are marketed under one or more brand names, usually having the same distributor (the company which handles selling and redeeming shares of the fund in transactions with investors), and investment advisor (which is usually a corporate cousin of the distributor).
Pax World launched the first socially responsible mutual fund in the United States in 1971. [1] The company was founded by Luther Tyson [2] and Jack Corbett, [3] both of whom had worked on peace, housing and employment issues for the United Methodist Church. Their vehicle, the first broadly diversified, publicly available mutual fund to use ...
Bruce R. Berkowitz. Bruce R. (Robert) Berkowitz is an American equity fund manager and registered investment adviser. [2] Berkowitz founded Fairholme Capital Management in 1997 and was formerly a senior portfolio manager at Lehman Brothers Holdings and a managing director of Smith Barney.
In 1991, Collier established Citizens Advisers Inc., a mutual fund management company where Collier was the portfolio manager of Citizens Index Fund which achieved a five star rating by Morningstar, placing it in the top 10% of funds within its category.
Today, Giroux is a portfolio manager in the US equity division. He manages the Capital Appreciation Strategy including the Capital Appreciation Fund [4] and is head of Investment Strategy, chief investment officer for Equity and Multi-Asset, and co-chair of the Equity Research Advisory Committee. He is a vice president at the firm [5] [6] and ...
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