Oakmark Fund Investor Class (OAKMX)

Overview

The investment focus of this fund is on acquiring a diverse portfolio primarily composed of common stocks from companies based in the United States. Targeting larger capitalization companies, it employs a value investment strategy to select equity securities. This strategy is built on the premise that a company's stock price will, over time, align with the fund adviser's assessment of the company's intrinsic value. By adhering to this philosophy, the fund aims to provide investors with an opportunity to benefit from the potential growth and value realization of its selected securities.

Products and Services

• Diversified Portfolio of Common Stocks

  The fund's core offering comprises a diversified portfolio of common stocks predominantly from U.S. companies. By focusing on larger capitalization companies, it seeks to provide a stable and potentially growth-oriented investment option for its clients. This diversified approach aims to mitigate risks while capturing the growth potential across different sectors.

• Value Investment Philosophy

  The fund employs a value investment philosophy, a strategy predicated on the belief that the stock price of a company will eventually reflect its intrinsic value. This method involves a thorough analysis of the company's fundamentals, financial health, and market position to identify stocks that are undervalued compared to their perceived true value. The objective is to invest in these companies and realize gains as their stock prices adjust upward over time.