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Oakmark International Fund Investor Class (OAKIX)

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25.22 -0.14    -0.55%
21/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 5.07B
Type:  Fund
Market:  United States
Issuer:  Oakmark
Underlying:  MSCI World ex USA Net
Asset Class:  Equity
Oakmark International Investor 25.22 -0.14 -0.55%

OAKIX Overview

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

Foreign Large Value

Total Assets

5.07B

Expenses

1.05%

Inception Date

Sep 30, 1992

Investment Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It may invest in non-U.S. markets throughout the world, including emerging markets. Ordinarily, the fund will invest in the securities of at least five countries outside of the U.S. There are no geographic limits on the fund's non-U.S. investments. The fund may invest in securities of large-, mid-, and small- capitalization companies.

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
Eric Liu Senior Vice President 2023 Now
Biography Senior Vice President of the Adviser since 2023. Prior thereto, he was head of fixed income and portfolio manager at Harvest Global Investments, responsible for renminbi, Hong Kong–dollar and US-dollar fixed-income strategies.
Michael L. Manelli Partner, Vice President, Portfolio Manager 2016 Now
Biography - Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark International Fund and the Oakmark International Small Cap Fund - Portfolio Manager of International and International Small Cap Strategies - BBA (University of Iowa, 2000) - Research Associate/Analyst at Morgan Stanley (2001-05)
David G. Herro Partner, Deputy Chairman 1992 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.
Robert A. Taylor Director 2008 2016
Biography Robert A.Taylor, CFA Rob Taylor has been a manager of the Oakmark Global Fund (OAKGX) since 2005 and the Oakmark International Fund (OAKIX) since 2008. He is also Director of International Research at Harris Associates, which he joined in 1994. Mr. Taylor received a B.B.A. from the University of Wisconsin (1994).
Michael J. Welsh Partner 1995 2005
Biography Michael J. Welsh, CFA, CPA Partner, Director of International Research and Portfolio Manager of The Oakmark International Fund, The Oakmark International Small Cap Fund, The Oakmark Global Fund. Welsh has a BS from the University of Kansas (1985) and an MBA from Northwestern University (1993). Formerly a Senior Associate of Valuation Services with Coopers & Lybrand, 1990-92; and Consultant, Valuation Services with Price Waterhouse, 1985-90. Welsh has sixteen years of investment experience. He joined Harris Associates in 1992.
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