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Oakmark Global Select Fund Investor Class (OAKWX)

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23.95 +0.18    +0.76%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Oakmark
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 308.53M
Oakmark Global Select Investor 23.95 +0.18 +0.76%

Oakmark Global Select Fund Investor Class Overview

 
On this page you'll find an in-depth profile of Oakmark Global Select Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of OAKWX among other information.
Category

World Large-Stock Value

Total Assets

308.53M

Expenses

1.13%

Inception Date

38992

Investment Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio. It will invest at least 40% of its total assets in securities of non-U.S. companies (unless the Adviser deems market conditions and/or company valuations less favorable to non-U.S. companies, in which case the fund will invest at least 30% of its total assets in securities of non-U.S. companies). The fund is non-diversified.

Contact Information

Address P.O. Box 219558
Kansas City,MO 64121-9558
United States
Phone 1-617-483-8327

Top Executives

Name Title Since Until
John A. Sitarz Partner, Portfolio Manager and U.S. Investment Analyst 2022 Now
Biography John Sitarz is a Portfolio Manager and U.S. Investment Analyst at Harris Associates L.P. He is a Portfolio Manager of the Global All Cap, Global and Global Concentrated Strategies. Prior to joining Harris Associates in 2013, he was an Audit Senior Assistant at Deloitte & Touche. John has a BS from the University of Denver.
M. Colin Hudson Partner, Vice President, Portfolio Manager and U.S. Investment Analyst 2022 Now
Biography • Vice President of The Oakmark Funds • Portfolio Manager of the Oakmark Global Fund, the Oakmark Global Select Fund, the Oakmark Equity and Income Fund and the Oakmark Bond Fund • Portfolio Manager of the Global All Cap, Global, Global Concentrated, Equity and Income and Fixed Income Strategies • BA (DePauw University, 1992) • MS (Indiana University, 1996) • MBA (Indiana University, 1999) • Vice President and Director of Research at Hilliard Lyons Asset Management (1999-2005); Investment Analyst at Wallington Asset Management (1998-99)
Anthony P. Coniaris Co-Chairman 2016 Now
Biography Tony Coniaris is Chairman and a Portfolio Manager at Harris Associates L.P. He is a Portfolio Manager of the U.S. Equity, U.S. Concentrated, Global All Cap, Global and Global Concentrated Strategies. He joined Harris Associates in 1999. Tony has an MBA from Northwestern University and a BA from Wheaton College.
Eric Liu Partner, VP, PM & Senior International Investment Analyst 2016 Now
Biography • Vice President of the Oakmark Funds • Portfolio Manager of the Oakmark Global Fund, the Oakmark Global Select Fund and the Oakmark International Fund • Portfolio Manager of the Global All Cap, Global, Global Concentrated, International and Japan Strategies • BA (University of California Los Angeles, 2001) • MBA (University of Chicago, 2009) • Research Associate at Dodge & Cox (2004-07); Investment Banking Analyst at Jefferies & Company (2002-04)
David G. Herro Partner, Deputy Chairman 2006 Now
Biography David Herro is the Deputy Chairman, Chief Investment Officer of International Equities and a Portfolio Manager at Harris Associates L.P. He is a Portfolio Manager of the International, International Small Cap, Japan, Global All Cap, Global and Global Concentrated Strategies. Prior to joining Harris Associates in 1992, David was a Portfolio Manager for the State of Wisconsin Investment Board and a Portfolio Manager for The Principal Financial Group. David has an MA from the University of Wisconsin-Milwaukee and a BS from the University of Wisconsin-Platteville.
William C. Nygren Partner, Vice President, CIO, Portfolio Manager and U.S. Investment Analyst 2006 2024
Biography • Vice President of the Oakmark Funds • Portfolio Manager of the Oakmark Fund and the Oakmark Select Fund • Portfolio Manager of the Oakmark U.S. Large Cap ETF • Portfolio Manager of the U.S. Large Value Strategy • BS (University of Minnesota, 1980) • MS (University of Wisconsin-Madison, Applied Security Analysis Program, 1981) • Director of Research at Harris Associates (1990-98); Equity Analyst with Harris Associates (1983-90); Investment Analyst with Northwestern Mutual Life Insurance Co. (1981-83)
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