Oakmark International Fund Advisor Class (OAYIX)

Overview

The fund is a global investment vehicle focusing on capital growth by primarily investing in a diversified portfolio of common stocks of non-U.S. companies. It targets non-U.S. markets globally, which includes emerging markets as well, ensuring a broad diversification across different geographies and sectors. The fund is designed to cater to investors looking to expand their investment horizon beyond the U.S. and tap into the growth potential of foreign companies. By maintaining investments in at least five countries outside of the U.S, the fund provides a geographical spread of its assets, reducing the risk associated with concentration in a single market. This approach, combined with no geographical limits on where the fund can invest outside the U.S., allows for a dynamic and responsive investment strategy that can adapt to changing market conditions. The investment portfolio includes companies of various sizes, from large-cap to small-cap, providing a balanced mix of stability and growth potential. This structure aims to offer investors the opportunity to achieve significant returns over time while managing the risks of international investing.

Products and Services

• Diversified Portfolio of Non-U.S. Stocks

  This product offers investors access to a broad range of common stocks of non-U.S. companies, aiming to diversify investment portfolios globally. The diversity in stocks is aimed at mitigating risks associated with market volatility and geopolitical uncertainties, thus potentially leading to more stable returns over time.

• Emerging Markets Investment

  The fund seeks opportunities in emerging markets, offering exposure to the fast-growing economies around the world. Investing in emerging markets can offer higher growth potential compared to developed markets, albeit with increased risk due to political instability, currency fluctuations, and other factors.

• Geographic Flexibility

  With no geographic limits on the fund's investments outside of the U.S., investors are offered a flexible approach to global investing. This flexibility allows the fund to capitalize on opportunities in any non-U.S. market, adapting its investment strategy to the evolving global economic landscape.

• Investment in Various Company Sizes

  The fund does not restrict itself to companies of a specific size, investing in large-, mid-, and small-capitalization companies. This approach enables the fund to balance the portfolio with stable, well-established businesses and smaller companies with high growth potential.