Oakmark International Small Cap I OAKEX
-
Noteworthy Players in the Foreign Small/Mid-Cap Blend Group
… this group, which is not surprising given its managers' cautious approach. The portfolios of Oakmark International Small Cap OAKEX used to land in value territory, but over the past three years they have consistently been in the blend box--though the …
-
A Look at Our Two New International Categories
… group are a few funds that knowledgeable observers might be surprised to see. The managers of Oakmark International Small Cap OAKEX and First Eagle Overseas SGOVX, for example, are known as value-oriented investors. But their funds end up in the new blend …
-
Rank in Category not working
Example OAKEX (see below). This is, of course, an extremely common occurrence and ..... Week 1-Month 3-Month YTD 1-Year 3-Year 5-Year 10-Year 15-Year OAKEX 1.15 2.85 9.33 20.87 17.26 -4.01 33.39 -0.67 11.49 9.96 MSCI …
-
Herro: Three Reasons for Confidence
… their new PM takes the same approach. Wishing all a great 2012! David G. Herro, CFA Portfolio Manager oakix@oakmark.com oakex @oakmark.com Past performance is no guarantee of future results. The performance data quoted represents past performance …
-
Portfolio Changes
… have about 7% in foreign stock issues (Western Europe). I'm interested in some combination of the following: MSMLX, OAKEX , MACSX, OAKIX, MAPTX, OAKGX, EXWAX, HIINX and AMDWX. I am not shy about risk and I intend to hold these funds for many …
-
OAKIX Oakmark International I Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… serves as Harris Associates' chief investment officer of international equities. He has managed Oakmark International Small Cap OAKEX since its 1995 inception and comanaged Oakmark Global Select OAKWX with Bill Nygren since its 2006 debut. He is supported by …
-
PM not working
… New Wide Moats in Oil Services and Rig Equipment 09-13-11 | 06:59 PM CST XOM ExxonMobil Statement in Response to JCPenney, Forever 21 Marketing ... 09-13-11 | 05:11 PM CST OAKEX Herro: Market's Big Mistake on European Banks
-
Chang & other LT Value Guys- OAKEX
… Chang and other long term vaue investors, what are your thoughts on OAKEX as a small/mid cap international fund for the long term? I hear ..... cap international fund is the best and how they are out performing OAKEX right now. Thanks, Clem
-
OARGX Oakmark Global II Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… Oakmark International. He is supported by David Herro (lead manager of Oakmark International and Oakmark International Small Cap OAKEX ) and the other members of the firm's international team. Clyde McGregor, who took charge of the domestic portion of the …
-
When to Hold Em...When to Fold Em...
… investments I have + Cash. Not "everything" mind you...I'd probably hang onto the balanced funds like OAKBX and even OAKEX . With all of this chatter about "4-5 years from now.." before any sense of stability or recovery - and my 'ideal' timeline …