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Oakmark International Small Cap Fund Class Institutional (OANEX)

US Funds

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20.05 -0.07 -0.35%

01/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 597.6M

Type: Fund

Market: United States

Issuer: Oakmark

Asset Class: Equity

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OANEX Overview

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

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 invests at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of "small cap companies." A small cap company is one whose market capitalization is no greater than the largest market capitalization of any company included in the S&P EPAC (Europe Pacific Asia Composite) Small Cap Index. The fund may invest in non-U.S. markets throughout the world, including emerging markets. It will invest in the securities of at least five countries outside the U.S.

Contact Information

Address P.O. Box 219558
Kansas City,MO 64121-9558
United States

Phone 1-617-483-8327

Web www.oakmark.com

Top Executives

Name	Title	Since	Until
Justin D Hance	portfolio manager	2016	Now
Biography	- Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark International Small Cap Fund - Portfolio Manager of International Small Cap Strategy - BA (Claremont McKenna College, 2006) - Senior International Investment Analyst with Harris Associates (2010-14); Investment Analyst at BMGI (2006-10)
Michael L. Manelli	Partner, Vice President, Portfolio Manager	2011	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	1995	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.
Chad M. Clark	Senior Investment Team Member	2005	2009
Biography	Chad M. Clark joined Select Equity Group, L.P in August 2010. He oversees the Firm’s international strategies. Mr. Clark is a member of the Firm’s Management Committee. Prior to joining Select Equity, Mr. Clark spent 14 years at Harris Associates, where he was a Partner and co-managed the Oakmark International Small Cap Fund and Harris International Value L.P. Prior to Harris Associates, he was an Analyst in Corporate Finance at William Blair & Company. Mr. Clark is a CFA® charterholder. Mr. Clark received a B.S. from Carnegie Mellon University (summa cum laude).
Michael J. Welsh	Partner	1997	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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