0001104659-16-114739.txt : 20160427 0001104659-16-114739.hdr.sgml : 20160427 20160427171058 ACCESSION NUMBER: 0001104659-16-114739 CONFORMED SUBMISSION TYPE: DEFA14A PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20160427 DATE AS OF CHANGE: 20160427 EFFECTIVENESS DATE: 20160427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HARRIS ASSOCIATES INVESTMENT TRUST CENTRAL INDEX KEY: 0000872323 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-06279 FILM NUMBER: 161596231 BUSINESS ADDRESS: STREET 1: HARRIS ASSOCIATES LP STREET 2: 111 S. WACKER DRIVE, SUITE 4600 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 8004769625 MAIL ADDRESS: STREET 1: HARRIS ASSOCIATES LP STREET 2: 111 S. WACKER DRIVE, SUITE 4600 CITY: CHICAGO STATE: IL ZIP: 60606 0000872323 S000002758 Oakmark Fund C000007554 Class I OAKMX C000007555 Class II OARMX 0000872323 S000002759 Oakmark Select Fund C000007556 Class I OAKLX C000007557 Class II OARLX 0000872323 S000002760 Oakmark Equity and Income Fund C000007558 Class I OAKBX C000007559 Class II OARBX 0000872323 S000002761 Oakmark Global Fund C000007560 Class I OAKGX C000007561 Class II OARGX 0000872323 S000002762 Oakmark International Fund C000007562 Class I OAKIX C000007563 Class II OARIX 0000872323 S000002763 Oakmark International Small Cap Fund C000007564 Class I OAKEX C000007565 Class II OAREX 0000872323 S000013607 Oakmark Global Select Fund C000036890 Class I OAKWX C000036891 Class II OARWX DEFA14A 1 a16-9667_1defa14a.htm DEFA14A

 

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

SCHEDULE 14A

 

Proxy Statement Pursuant to Section 14(a) of
the Securities Exchange Act of 1934 (Amendment No.     )

 

Filed by the Registrant  x

 

Filed by a Party other than the Registrant  o

 

Check the appropriate box:

o

Preliminary Proxy Statement

o

Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))

o

Definitive Proxy Statement

x

Definitive Additional Materials

o

Soliciting Material under §240.14a-12

 

HARRIS ASSOCIATES INVESTMENT TRUST

(Name of Registrant as Specified In Its Charter)

 

111 S. Wacker Drive, Suite 4600

Chicago, Illinois 60606-4319

(Address of Principal Executive Offices)

(Name of Person(s) Filing Proxy Statement, if other than the Registrant)

 

Payment of Filing Fee (Check the appropriate box):

x

No fee required.

o

Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11.

 

(1)

Title of each class of securities to which transaction applies:

 

 

 

 

(2)

Aggregate number of securities to which transaction applies:

 

 

 

 

(3)

Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined):

 

 

 

 

(4)

Proposed maximum aggregate value of transaction:

 

 

 

 

(5)

Total fee paid:

 

 

 

o

Fee paid previously with preliminary materials.

o

Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing.

 

(1)

Amount Previously Paid:

 

 

 

 

(2)

Form, Schedule or Registration Statement No.:

 

 

 

 

(3)

Filing Party:

 

 

 

 

(4)

Date Filed:

 

 

 

 



 

 

April XX, 2016

 

Dear Shareholder:

 

In March, we mailed you a Proxy Statement seeking your vote on several important proposals, including electing the Board of Trustees and improving the operations of the Oakmark Funds.

 

Our records show that we have not yet received your vote.

 

We understand that our shareholders are busy and sometimes inundated with paper.  Voting only takes a few minutes by phone, online, or by mailing the enclosed proxy form.  The Proxy Statement, which is available at Oakmark.com, describes the matters requiring your vote, including a comprehensive Question and Answer section.  You may also speak to us by telephone at 1-866-612-1831.

 

We really need your vote!  Voting promptly helps the Funds avoid the additional expense of further solicitation.  Submitting your vote now prevents multiple communications and phone calls that can become a nuisance.

 

Your vote is important.  The Board of Trustees unanimously recommends that shareholders vote “FOR” each proposal.

 

Please vote today.  Thank you for your prompt attention to this matter.  If you have already voted, we appreciate your participation.

 

Sincerely,

 

 

Kristi Rowsell

President, Oakmark Funds

 

The Oakmark Funds are distributed by Harris Associates Securities L.P. Member FINRA. 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 visit Oakmark.com or call 1-800-OAKMARK (625-6275).

 

111 South Wacker Drive, Suite 4600, Chicago, IL 60606 · 312.646.3600 · Oakmark.com

 


GRAPHIC 2 g96671bci001.jpg GRAPHIC begin 644 g96671bci001.jpg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end