Oakmark Global Select Fund Investor Class (OAKWX)
Oakmark Global Select Fund Investor Class operates in the Asset Management - Global industry of the Financial Services sector, headquartered in Chicago, IL, US. The stock last traded at $27.35, down 0.36% on the session, giving a market capitalisation of $844.9M. Its beta of 0.74 implies it has historically moved less than the broad market.
The fund primarily allocates capital to common stocks issued by companies based both within and outside the United States, with its holdings spanning a minimum of three different countries. It maintains a concentrated portfolio, typically comprising around twenty securities, though it may hold as few as twelve. A significant portion, at least 40% of its total assets, is generally dedicated to non-U.S. companies; however, this allocation may be reduced to a minimum of 30% if the Adviser determines that international market conditions or valuations are less favorable. This investment vehicle is classified as non-diversified.
Oakmark Global Select Fund Investor Class is most often compared with the following Financial Services names: