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An Excellent World Fund Despite Manager Changes

Gold-rated Oakmark Global's experienced team and proven valuation-focused approach give us confidence.


Greg Carlson: Oakmark Global earns a Morningstar Analyst Rating of Gold. Although there have been some manager changes here, we still have a lot of confidence in the fund because of a deep, experienced team and a proven valuation-focused approach.

Clyde McGregor, who has led the U.S. side of this portfolio since 2003, is expected to retire in about five to six years. However, he has already got an experienced comanager on the fund.

Greg Carlson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.