Loftus Peak Competitors

Over 40 years ago, a great idea was born—that an investment firm should operate solely in the interests of all investors to give them the best chance of success. In 1975, John "Jack" Bogle launched a bold experiment: an investment company that was designed to make money for its investors, not from them. He structured Vanguard in the US to be owned by its funds, with no external shareholders all profits would be reinvested in the business and returned to fund investors in the form of lower costs. Through an investment philosophy based on fairness and transparency that great idea grew and grew. And as we’ve grown, we’ve continually reduced our costs and passed the savings back to investors. In 1996 the idea made its way to Australia. And we’ve been changing the way Australians invest ever since by providing low-cost, high-value investments to help you keep more of your returns. - In Australia we partner with institutional clients, financial advisers and individual investors to offer low-cost investment solutions. Our comprehensive range of managed funds, exchange traded funds (ETFs) and tailored investment solutions are built to support long-term investment success for our clients.

Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for almost 140 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States.

Important disclosures: 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐡𝐨𝐥𝐝𝐢𝐧𝐠𝐬 𝐚𝐫𝐞 𝐬𝐮𝐛𝐣𝐞𝐜𝐭 𝐭𝐨 𝐜𝐡𝐚𝐧𝐠𝐞 𝐰𝐢𝐭𝐡𝐨𝐮𝐭 𝐧𝐨𝐭𝐢𝐜𝐞 𝐚𝐧𝐝 𝐚𝐫𝐞 𝐧𝐨𝐭 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐚𝐬 𝐫𝐞𝐜𝐨𝐦𝐦𝐞𝐧𝐝𝐚𝐭𝐢𝐨𝐧𝐬 𝐨𝐟 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐬𝐭𝐨𝐜𝐤𝐬 𝐧𝐨𝐫 𝐝𝐨𝐞𝐬 𝐢𝐭 𝐜𝐨𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬. 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 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 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 their financial professionals. Harris | Oakmark does not respond to posts made via social media. You may contact us at contact@harrisassoc.com. Before investing in any Oakmark Fund, you should carefully consider the Fund's investment objectives, risks, management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. For more information, please call 1-800-OAKMARK (625-6275). Disclosures: http://www.harrisassoc.com/Utility/Social-Media.htm Oakmark Funds disclosures: http://www.oakmark.com/oakmark/Media/Social-Media.htm