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Morningstar

Oakmark Investor OAKMX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Natixis Investment Hub

Morningstar’s Analysis OAKMX

Will OAKMX outperform in future?

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

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the OAKMX 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 OAKMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Promising for the patient.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

A strong management team’s nuanced approach to finding cheap stocks makes Oakmark and two related offerings, Natixis Oakmark and the Luxembourg-domiciled Harris Associates US Value Equity, especially appealing.

by Tony Thomas
Rated on Published on

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