Oakmark Global Select Fund Investor Class (OAKWX) Research

The fund primarily allocates capital to common stocks issued by companies based both within and outside the United States, with its holdings spanning a minimum of three different countries. It maintains a concentrated portfolio, typically comprising around twenty securities, though it may hold as few as twelve. A significant portion, at least 40% of its total assets, is generally dedicated to non-U.S. companies; however, this allocation may be reduced to a minimum of 30% if the Adviser determines that international market conditions or valuations are less favorable. This investment vehicle is classified as non-diversified.

Open Oakmark Global Select Fund Investor Class (OAKWX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.