OAKEX – Fund Analysis – Oakmark International Small Cap Investor | Morningstar

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Will OAKEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OAKEX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the OAKEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of OAKEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An upgrade is in order.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Increased conviction in Oakmark International Small Cap’s investment team lifts its People rating to High from Above Average.

by Andrew Daniels

Rated on May 14, 2024 Published on May 14, 2024

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