Despite a gradual transition, Oakmark Global Select remains a great option for value-oriented global equity exposure, and all share classes retain their Morningstar Analyst Ratings of Silver.
Will OANWX 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 OANWX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OANWX 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 OANWX’s parent organization’s priorities and whether they’re in line with investors’ interests.