Oakmark International Small Cap Fund Class Institutional(OANEX)

美國基金

從投資組合中新增/移除新增至觀察名單

20.20 +0.15 +0.75%

31/05 - 關閉. USD 貨幣 ( 免責聲明 )

種類: 基金

市場: 美國

發行者: Oakmark

資產類別: 股票

晨星評級:
總資產: 602.37M

OANEX綜觀

你可在本頁找到深入的Oakmark International Small Cap Fund Class Institutional公司檔案，包括OANEX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 Small/Mid Value

總資產

602.37M

費用

1.10%

基金成立

42704

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
Justin D Hance	portfolio manager	2016	now
自傳	- Vice President of The Oakmark Funds - Portfolio Manager of the Oakmark International Small Cap Fund - Portfolio Manager of International Small Cap Strategy - BA (Claremont McKenna College, 2006) - Senior International Investment Analyst with Harris Associates (2010-14); Investment Analyst at BMGI (2006-10)
Michael L. Manelli	Partner, Vice President, Portfolio Manager	2011	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	1995	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)
Chad M. Clark	Senior Investment Team Member	2005	2009
自傳	Chad M. Clark joined Select Equity Group, L.P in August 2010. He oversees the Firm’s international strategies. Mr. Clark is a member of the Firm’s Management Committee. Prior to joining Select Equity, Mr. Clark spent 14 years at Harris Associates, where he was a Partner and co-managed the Oakmark International Small Cap Fund and Harris International Value L.P. Prior to Harris Associates, he was an Analyst in Corporate Finance at William Blair & Company. Mr. Clark is a CFA® charterholder. Mr. Clark received a B.S. from Carnegie Mellon University (summa cum laude).
Michael J. Welsh	Partner	1997	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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