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Oakmark Global Select Fund Q3 2025 Commentary (Mutual Fund:OAKWX)
Seeking Alphaยท 2025-10-13 01:55
Core Insights - The Oakmark Global Select Fund's portfolio includes significant holdings in major companies such as Alibaba Group (4.6%), Alphabet Cl A (4.3%), and CNH Industrial (5.1%) as of September 30, 2025 [3] Fund Performance and Structure - The fund's performance data reflects past performance, which may not guarantee future results, and includes total return calculations that factor in share price changes and reinvestment of dividends [2] - The fund's portfolio is concentrated in a relatively small number of stocks, which can lead to higher volatility and greater impact on net asset value from individual securities [12] Investment Strategy - The fund's investment strategy may involve a value investment style, focusing on large- and mid-cap securities that exhibit value characteristics across developed markets [8] - The MSCI World Index and MSCI World Value Index serve as benchmarks for measuring the fund's performance against global equity markets [7][8] Risk Factors - Investing in foreign securities presents unique risks, including currency fluctuations, different regulations, and political risks, which may be greater than those associated with U.S. investments [13]