Harris Associates

Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers

Retrieved on: 
Wednesday, January 10, 2024
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At least one Natixis Affiliated Investment Manager and one of our strategists believes the long-running Dollar bull market is in trouble.

Key Points: 
  • At least one Natixis Affiliated Investment Manager and one of our strategists believes the long-running Dollar bull market is in trouble.
  • Thus, the ability of an active investment to achieve its objectives will depend on the effectiveness of the investment manager.
  • The investment management subsidiaries of Natixis Investment Managers mentioned in this presentation conduct any investment management activities only in and from the jurisdictions in which they are licensed or authorized.
  • Natixis Distribution, LLC and Natixis Advisors, LLC are located at 888 Boylston Street, Suite 800, Boston, MA 02199.

New Co-Portfolio Manager for the Oakmark International Fund

Retrieved on: 
Tuesday, August 1, 2023
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CHICAGO, Aug. 1, 2023 /PRNewswire/ -- Eric Liu, co-portfolio manager of the Oakmark Global Select Fund and a senior investment analyst at Harris Associates L.P., adviser to the Oakmark Funds and an affiliate of Natixis Investment Managers, has been appointed co-portfolio manager of the Oakmark International Fund.

Key Points: 
  • CHICAGO, Aug. 1, 2023 /PRNewswire/ -- Eric Liu, co-portfolio manager of the Oakmark Global Select Fund and a senior investment analyst at Harris Associates L.P., adviser to the Oakmark Funds and an affiliate of Natixis Investment Managers, has been appointed co-portfolio manager of the Oakmark International Fund.
  • Mr. Herro has managed the Fund since its inception in 1992 and Mr. Manelli has managed the Fund since 2016.
  • "Given Eric's talent and experience, we welcome him on the Oakmark International management team," said Mr. Herro.
  • He is a graduate of the University of California Los Angeles and the University of Chicago and is a CFA charterholder.1
    The Oakmark International Fund is a diversified fund that seeks capital appreciation by investing in mid- and large-capitalization companies located outside the U.S.

Meraki Global Advisors Announces the Appointment of Scott Kurtis as Chief Operating Officer

Retrieved on: 
Wednesday, May 17, 2023
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PARK CITY, N.Y. and HONG KONG, May 17, 2023 /PRNewswire/ -- Meraki Global Advisors (Meraki), a leading global multi-asset outsourced trading firm, today announced that hedge fund veteran Scott Kurtis has joined the firm as Chief Operating Officer.

Key Points: 
  • PARK CITY, N.Y. and HONG KONG, May 17, 2023 /PRNewswire/ -- Meraki Global Advisors (Meraki), a leading global multi-asset outsourced trading firm, today announced that hedge fund veteran Scott Kurtis has joined the firm as Chief Operating Officer.
  • Among his responsibilities, he will be implementing processes and technology that leverage data to drive efficient operations.
  • "In his position as COO, Scott Kurtis will focus on innovation, process improvement and efficiency across our global offices.
  • To date, Kurtis' hedge fund industry career has focused on trading, technology, treasury functions, middle and back-office operations.

Natixis Investment Managers Funds Earn 2023 US Refinitiv Lipper Fund Awards

Retrieved on: 
Wednesday, March 29, 2023
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Natixis Investment Managers today announced that funds managed by several of its affiliate investment management firms earned 2023 Refinitiv Lipper Fund Awards for the US.

Key Points: 
  • Natixis Investment Managers today announced that funds managed by several of its affiliate investment management firms earned 2023 Refinitiv Lipper Fund Awards for the US.
  • Refinitiv announced award and certificate recipients on March 23, 2023, including the following from the Natixis Investment Managers mutual fund family:
    WCM Focused International Growth, Institutional Class [WCMIX] – Ranked best International Large-Cap Growth Fund for the five-year period (65 eligible US funds, 296 share classes) and the 10-year period (54 eligible US funds, 208 share classes).
  • Loomis Sayles Investment Grade Bond, N Class [LGBNX] – Ranked best Corporate Debt Fund BBB-Rated for the three-year period (58 eligible US funds, 205 share classes).
  • “We commend our affiliate portfolio managers for earning Refinitiv Lipper Fund Awards,” said David Giunta, CEO of Natixis Investment Managers in the US.

InterSystems Positioned as a Visionary in the 2022 Gartner® Magic Quadrant™ for Cloud Database Management Systems

Retrieved on: 
Wednesday, January 4, 2023
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InterSystems , a creative data technology provider dedicated to helping customers solve the most critical scalability, interoperability, and speed problems, today announced it has been positioned in the Visionaries Quadrant of the newly published Gartner Magic Quadrant for Cloud Database Management Systems (DBMS).

Key Points: 
  • InterSystems , a creative data technology provider dedicated to helping customers solve the most critical scalability, interoperability, and speed problems, today announced it has been positioned in the Visionaries Quadrant of the newly published Gartner Magic Quadrant for Cloud Database Management Systems (DBMS).
  • InterSystems IRIS is a complete, cloud-first data platform that provides high-performance multi-model and multi-workload database management, smart data services, interoperability, and analytics capabilities, all built-in from the ground up in a single product.
  • According to the report, “Visionaries have a strong market understanding and a robust roadmap for the cloud DBMS market.
  • Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact.

Natixis Investment Managers Celebrates 10-Year Partnership with Winthrop Elementary School During Annual Holiday Gift-Giving Event

Retrieved on: 
Friday, December 16, 2022
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Natixis Investment Managers (Natixis IM) celebrated its tenth year partnering with the John Winthrop Elementary School in Dorchester, Massachusetts, during the firm’s annual “Frosty’s Friends” holiday gift-giving event.

Key Points: 
  • Natixis Investment Managers (Natixis IM) celebrated its tenth year partnering with the John Winthrop Elementary School in Dorchester, Massachusetts, during the firm’s annual “Frosty’s Friends” holiday gift-giving event.
  • Natixis Investment Managers’ multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 20 active managers.
  • Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC.
  • Natixis Investment Managers’ distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various U.S. registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.

Outlook: Institutional Investors See Recession as Inevitable But Stagflation as the Bigger Risk, Finds Natixis Investment Managers Survey

Retrieved on: 
Wednesday, December 7, 2022
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A full copy of the report on the Natixis Investment Managers Institutional Investor 2023 Market Outlook can be found here: https://www.im.natixis.com/us/research/institutional-investor-survey-202...

Key Points: 
  • A full copy of the report on the Natixis Investment Managers Institutional Investor 2023 Market Outlook can be found here: https://www.im.natixis.com/us/research/institutional-investor-survey-202...
    Natixis Investment Managers Global Survey of Institutional Investors conducted by CoreData Research in October and November 2022.
  • Natixis Investment Managers multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 20 active managers.
  • Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC.
  • Natixis Investment Managers distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various U.S. registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.

Natixis Investment Managers Solutions Celebrates 20-Year Anniversary of AIA S&P 500® Direct Indexing Strategy

Retrieved on: 
Thursday, November 10, 2022
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Natixis Investment Managers Solutions1 provides design, development and execution of portfolio strategies tailored to specific investment objectives and unique portfolio constraints.

Key Points: 
  • Natixis Investment Managers Solutions1 provides design, development and execution of portfolio strategies tailored to specific investment objectives and unique portfolio constraints.
  • Natixis Investment Managers multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 20 active managers.
  • Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC.
  • Natixis Investment Managers distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various U.S. registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.

Stephen A. Davis, Co-Manager of the Vaughan Nelson Small Cap Value Fund, to Retire

Retrieved on: 
Friday, October 21, 2022
Asset Management, Professional Services, Finance, Fund, Ostrum Asset Management, Thought, Natixis, ESG, LLC, Natixis Investment Managers, AEW, Harris Associates, Investors Mutual Limited, Multimedia, AUM, Boylston Street, Goal, Groupe Banque Populaire, Company, CEO, BRED Banque populaire, FINRA, CIO, Loomis, Sayles & Company, Prospectus, MA, Groupe BPCE, Suite, Â, Solution, DNCA, Financial adviser, Financial services, Caisse, Mírová, S.A

Vaughan Nelson Investment Management (Vaughan Nelson), a registered investment adviser and affiliate of Natixis Investment Managers (Natixis IM), today announced that Stephen A. Davis will retire on March 31, 2023.

Key Points: 
  • Vaughan Nelson Investment Management (Vaughan Nelson), a registered investment adviser and affiliate of Natixis Investment Managers (Natixis IM), today announced that Stephen A. Davis will retire on March 31, 2023.
  • Davis has been a member of Vaughan Nelsons investment team since 2010 and co-manager of the Vaughan Nelson Small Cap Value Fund (NEJYX) since 2019.
  • View the full release here: https://www.businesswire.com/news/home/20221021005410/en/
    Chris D. Wallis, CFA, CEO and CIO of Vaughan Nelson, who has served as lead manager of the Vaughan Nelson Small Cap Value Fund since 2004, will continue to manage the fund alongside co-manager James Eisenman, CFA.
  • It has been a distinct privilege working with Stephen during his tenure as a member of the Vaughan Nelson investment team, said Wallis.

A Million Dollars To Retire? Even The Wealthy Have Concerns, Finds Survey From Natixis Investment Managers

Retrieved on: 
Tuesday, October 18, 2022
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Natixis Investment Managers, Global Survey of Individual Investors conducted by CoreData Research in March and April 2021.

Key Points: 
  • Natixis Investment Managers, Global Survey of Individual Investors conducted by CoreData Research in March and April 2021.
  • Natixis Investment Managers multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 20 active managers.
  • Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC.
  • Natixis Investment Managers distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various U.S. registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.