The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OAKIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the OAKIX 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 OAKIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still excellent.
Andrew Daniels
Associate Director
Summary
Oakmark International possesses many strengths that continue to make it a top option for non-US equity value exposure.