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Home>Commentary on the Oakmark and Oakmark Select Funds

Commentary on the Oakmark and Oakmark Select Funds

Perspectives Content Submission

Mon, 8 Oct 2012

I’d like to use this quarter’s commentary to answer three questions we hear frequently about our philosophy and the current market environment. How can you still be a bottom-up portfolio manager when the macro environment overwhelms company-specific factors? Don’t you need to develop a macro overla

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