OANMX – Fund Analysis – Oakmark Institutional | Morningstar

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Will OANMX 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 OANMX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the OANMX 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 OANMX’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 May 6, 2024 Published on May 6, 2024

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