Oakmark Global Large Cap ETF (OAKG)
ARCA ARCA Primary Summary
OAKG Chart
Oakmark Global Large Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ENW Eric N. Ward Natixis Investment Managers LLC | 953,924 | $23.72M | $24.41M | $692,540.74 | 2.92% |
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Oakmark Global Large Cap ETF Profile
| ARCA Exchange | US Country |
Overview
OAKG is a globally managed portfolio consisting of large-cap companies outside the United States. The primary goal of the fund is to achieve long-term capital growth for its investors. The management employs an actively managed approach to the fund, utilizing a bottom-up selection process that is deeply rooted in a value investment philosophy.
This investment philosophy emphasizes essential financial metrics such as free cash flows, above-average dividend yield, and per-share growth. Additionally, the alignment of management interests with those of shareholders is a critical factor in the decision-making process. The portfolio typically consists of 30-60 issuers, ensuring a focused yet diversified investment strategy.
The Adviser conducts comprehensive independent, in-house research to assess every company included in the portfolio. This includes analyst visits to the companies and industry-specific studies, allowing for a robust evaluation of potential investments.
Products and Services
- Global Ex-US Portfolio Management
The fund provides an actively managed investment solution that targets large-cap companies located outside the United States. This approach seeks to capitalize on growth opportunities in international markets.
- Long-term Capital Growth Strategy
The investment strategy aims at achieving capital appreciation over extended periods, enabling investors to build wealth through strategic, long-term investments.
- Value Investment Philosophy
Utilizing a value investment approach, the fund emphasizes core financial metrics such as free cash flow, sustainable dividend yields, and consistent per-share growth.
- In-house Research and Analysis
The team conducts thorough, independent research to evaluate potential investments, ensuring that each company's fundamentals are properly assessed. This includes direct engagement with companies through analyst visits and industry research.
- Diversified Issuer Portfolio
With a focused range of 30-60 issuers, the OAKG fund maintains a diversified investment profile, reducing risk while aiming for high returns.
- Management Alignment with Shareholders
The advice and strategies employed consider the alignment of management interests with those of shareholders, ensuring that management decisions support the long-term objectives of the investors.
