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David Giunta, president and chief executive officer, Natixis Global Asset Management - US distribution

Natixis launches two new mutual funds managed by Harris Associates


Natixis Global Associates has launched two mutual funds to be managed by Harris Associates, the Chicago-based adviser to The Oakmark Funds.

The Natixis Oakmark International Fund will focus on non-US equity markets, while the Natixis Oakmark Global Fund will seek the most compelling investment opportunities worldwide.

Both funds will be managed in the value-investing style of the Oakmark portfolio team. This approach is built on the firm’s research effort to identify stocks trading at a substantial discount to their true business value to allow for significant investment returns.

“With geographic borders fast fading between markets, it is an ideal time to introduce new global investment alternatives to investors who are seeking to gain exposure to international securities,” says David Giunta, president and chief executive officer of Natixis Global Associates – US. “The two new Natixis Oakmark products are each guided by an experienced team with a long track record of money management and a reputation for disciplined, results-oriented investing.”

The Natixis Oakmark International Fund will be co-managed by David Herro and Robert Taylor. Herro has 25 years of investment experience, while Taylor has been with Harris Associates since 1994 as an analyst and portfolio manager.

The Natixis Oakmark Global Fund will be co-managed by Clyde McGregor and Taylor. McGregor, who has 33 years of investment experience, has been with Harris Associates since 1981.

The Natixis Oakmark International Fund will invest primarily in mid- to large-cap international equities in at least five countries, with a maximum 35 per cent of the portfolio allocated to emerging markets.

The Natixis Oakmark Global Fund is a go-anywhere fund that can invest in companies of any size. US equities will generally comprise between 25 per cent and 75 per cent of the fund, and emerging markets up to 15 per cent.

Both funds are available in A and C share classes, with a minimum investment of USD2,500 for the A shares and USD2,500 for the C shares.

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