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Oakmark Global Select Fund Class Institutional (OANWX)
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Oakmark Global Select Institutional
22.33
-0.12
-0.53%
- Overview
- Profile
- Historical Data
- Holdings
OANWX Overview
On this page you'll find an in-depth profile of Oakmark Global Select Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of OANWX among other information.
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
Kansas City,MO 64121-9558
United States
Phone
1-617-483-8327
Web
www.oakmark.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| John A. Sitarz | Partner, Portfolio Manager and U.S. Investment Analyst | 2022 | Now |
| Biography | - Vice President of the Oakmark Funds - Portfolio Manager of the Oakmark Global Fund and the Oakmark Global Select Fund - Portfolio Manager of the Global All Cap, Global and Global Concentrated Strategies - BS (University of Denver, 2012) - Research Associate with Harris Associates (2015-17); Research Assistant with Harris Associates (2013-15); Audit Senior Assistant at Deloitte & Touche (2012-13) | ||
| 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 | Anthony P. Coniaris, is the Co-Chairman, Portfolio Manager and an Analyst at Harris. He started at Harris Associates as a Research Associate in 1999 and became an analyst in 2003. He received an M.B.A. from Northwestern University (2005) and a B.A. in Business/Economics from Wheaton College (1999). | ||
| Eric Liu | Partner, VP, PM & Senior International Investment Analyst | 2016 | Now |
| Biography | - Vice President of the Oakmark Funds - Portfolio Manager of the Oakmark Global Select Fund and the Oakmark International Fund - Portfolio Manager of the 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 | - Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark International Fund, the Oakmark International Small Cap Fund, the Oakmark Global Fund and the Oakmark Global Select Fund - Portfolio Manager of the International, International Small Cap, Japan, Global All Cap, Global and Global Concentrated Strategies - BS (University of Wisconsin-Platteville, 1983) - MA (University of Wisconsin-Milwaukee, 1985) - Portfolio Manager specializing in developing and managing international portfolios for the State of Wisconsin Investment Board (1989-92), and The Principal Financial Group (1986-89) | ||
| William C. Nygren | Partner, Vice President, CIO, Portfolio Manager and U.S. Investment Analyst | 2006 | 2024 |
| Biography | William Nygren is a Partner and Portfolio Manager at Harris Associates L.P. He joined Harris Associates in 1983 as an investment analyst and later served as the firm’s director of research. Previously, he was an investment analyst with Northwestern Mutual Life Insurance Company. Mr. Nygren earned a BS in accounting from the University of Minnesota (1980) and an MS in finance from the University of Wisconsin – Madison’s Applied Security Analysis Program (1981). He is a CFA® charterholder. | ||
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