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Oakmark Global Fund Investor Class (OAKGX)

US Funds

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34.09 -0.06 -0.18%

17/05 - Closed. Currency in USD ( Disclaimer )

Morningstar Rating:
Total Assets: 555.95M

Type: Fund

Market: United States

Issuer: Oakmark

Asset Class: Equity

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OAKGX Overview

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

Investment Strategy

The investment seeks long-term capital appreciation. The fund invests primarily in a diversified portfolio of common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund invests between 25-75% of its total assets in securities of U.S. companies and between 25-75% of its total assets in securities of non-U.S. companies. It may invest in the securities of large-, mid-, and small-capitalization companies. The fund uses a value investment philosophy in selecting equity securities.

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
John A. Sitarz	Partner, Portfolio Manager and U.S. Investment Analyst	2022	Now
Biography	- Vice President of the Oakmark Funds - Portfolio Manager of the Oakmark Global Fund and the Oakmark Global Select Fund - Portfolio Manager of the Global All Cap, Global and Global Concentrated Strategies - BS (University of Denver, 2012) - Research Associate with Harris Associates (2015-17); Research Assistant with Harris Associates (2013-15); Audit Senior Assistant at Deloitte & Touche (2012-13)
M. Colin Hudson	Partner, Vice President, Portfolio Manager and U.S. Investment Analyst	2022	Now
Biography	- Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark Global Fund, the Oakmark Global Select Fund, the Oakmark Equity and Income Fund and the Oakmark Bond Fund - Portfolio Manager of the Global All Cap, Global, Global Concentrated, Equity and Income and Fixed Income Strategies - BA (DePauw University, 1992) - MS (Indiana University, 1996) - MBA (Indiana University, 1999) - Vice President and Director of Research at Hilliard Lyons Asset Management (1999-2005); Investment Analyst at Wallington Asset Management (1998-99)
Anthony P. Coniaris	Co-Chairman	2016	Now
Biography	Anthony P. Coniaris, is the Co-Chairman, Portfolio Manager and an Analyst at Harris. He started at Harris Associates as a Research Associate in 1999 and became an analyst in 2003. He received an M.B.A. from Northwestern University (2005) and a B.A. in Business/Economics from Wheaton College (1999).
Jason E. Long	Partner, Portfolio Manager & Senior International Investment Analyst	2016	Now
Biography	- Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark Global Fund - Portfolio Manager of the Global All Cap Strategy - BA (San Diego State University, 1999) - Senior Research Analyst at Security Global Investors (2010-11); Partner at Carmel Capital Partners (2006-09); International Investment Analyst at Harris Associates (2004-06); Senior Research Associate at Brandes Investment Partners (1999-2004)
David G. Herro	Partner, Deputy Chairman	2016	Now
Biography	- Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark International Fund, the Oakmark International Small Cap Fund, the Oakmark Global Fund and the Oakmark Global Select Fund - Portfolio Manager of the International, International Small Cap, Japan, Global All Cap, Global and Global Concentrated Strategies - BS (University of Wisconsin-Platteville, 1983) - MA (University of Wisconsin-Milwaukee, 1985) - Portfolio Manager specializing in developing and managing international portfolios for the State of Wisconsin Investment Board (1989-92), and The Principal Financial Group (1986-89)
Clyde S. McGregor	Partner, Vice President and Portfolio Manager	2003	2024
Biography	- Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark Equity and Income Fund and the Oakmark Global Fund - Portfolio Manager of Private Client, Equity and Income and Global All Cap Strategies - BA (Oberlin College, 1974) - MBA (University of Wisconsin-Madison, 1977) - Investment Officer of the Northern Trust Company (1977-81)
Robert A. Taylor	Director	2005	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	1999	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.
Gregory L. Jackson	Co-Chief Investment Officer	1999	2003
Biography	Greg L. Jackson has years of investment experience. Prior to co-founding Jackson Park in 2012, Mr. Jackson served as Senior Portfolio Manager at Ensign Peak Advisors from 2011 to 2012. From 2003 to 2011, he was Co-Chief Investment Officer of Blum Capital Partners, L.P. From 1998 to 2003, Mr. Jackson was a Partner at Harris Associates, L.P. and he was also a Partner and Portfolio Manager at Yacktman Asset Management.

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Recent Quotes

Name	Price	Chg.	Chg. %
Oakmark Global In.	34.09	-0.06	-0.18%
CTP	5,500.0	+100.0	+1.85%
DM1	0.02	0.00	-4.55%
CSIF CH Bond Aggr.	988.500	-0.570	-0.06%
ALTERNAB	1.50	-0.07	-4.46%
AKFEN	10.81	0.00	0.00%
Axis Liquid Retai.	2,476.013	+0.480	+0.02%
American Funds In.	12.32	-0.02	-0.16%