Oakmark International Fund Investor Class(OAKIX)

美國基金

從投資組合中新增/移除新增至觀察名單

26.60 +0.14 +0.53%

02/05 - 關閉. USD 貨幣 ( 免責聲明 )

種類: 基金

市場: 美國

發行者: Oakmark

相關: MSCI World ex USA Net

資產類別: 股票

晨星評級:
總資產: 5.55B

OAKIX綜觀

你可在本頁找到深入的Oakmark International Fund Investor Class公司檔案，包括OAKIX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Foreign Large Value

總資產

5.55B

費用

1.05%

基金成立

1992年9月30日

聯絡資訊

地址 P.O. Box 219558
Kansas City,MO 64121-9558
United States

電話 1-617-483-8327

網絡 www.oakmark.com

主要管理層

名稱	主旨	成立於	直至
Eric Liu	-	2023	now
自傳	Eric Liu is Head of Fixed Income for Harvest Global Investments Limited since June 2019. Mr. Liu holds a Bachelor of Science (Hons) in Computer and Management Sciences from the University of Warwick, United Kingdom and Masters of Science in Investment Management from the Hong Kong University of Science and Technology.
Michael L. Manelli	Partner, Vice President, Portfolio Manager	2016	now
自傳	- Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark International Fund and the Oakmark International Small Cap Fund - Portfolio Manager of International and International Small Cap Strategies - BBA (University of Iowa, 2000) - Research Associate/Analyst at Morgan Stanley (2001-05)
David G. Herro	Partner, Deputy Chairman	1992	now
自傳	- Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark International Fund, the Oakmark International Small Cap Fund, the Oakmark Global Fund and the Oakmark Global Select Fund - Portfolio Manager of the International, International Small Cap, Japan, Global All Cap, Global and Global Concentrated Strategies - BS (University of Wisconsin-Platteville, 1983) - MA (University of Wisconsin-Milwaukee, 1985) - Portfolio Manager specializing in developing and managing international portfolios for the State of Wisconsin Investment Board (1989-92), and The Principal Financial Group (1986-89)
Robert A. Taylor	Director	2008	2016
自傳	Robert A.Taylor, CFA Rob Taylor has been a manager of the Oakmark Global Fund (OAKGX) since 2005 and the Oakmark International Fund (OAKIX) since 2008. He is also Director of International Research at Harris Associates, which he joined in 1994. Mr. Taylor received a B.B.A. from the University of Wisconsin (1994).
Michael J. Welsh	Partner	1995	2005
自傳	Michael J. Welsh, CFA, CPA Partner, Director of International Research and Portfolio Manager of The Oakmark International Fund, The Oakmark International Small Cap Fund, The Oakmark Global Fund. Welsh has a BS from the University of Kansas (1985) and an MBA from Northwestern University (1993). Formerly a Senior Associate of Valuation Services with Coopers & Lybrand, 1990-92; and Consultant, Valuation Services with Price Waterhouse, 1985-90. Welsh has sixteen years of investment experience. He joined Harris Associates in 1992.

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