Despite a looming transition, Oakmark Global remains a great option for value-oriented global equity exposure. Most of the strategy's share classes retain their Morningstar Analyst Ratings of Silver, while the service share class increases to Silver from Bronze.
Will OAKGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OAKGX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OAKGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OAKGX’s parent organization’s priorities and whether they’re in line with investors’ interests.