EADSY - Oakmark International Fund : Q2 2024 Commentary
2024-07-19 02:45:00 ET
Summary
- We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by managers who think and act as owners.
- We believe in the importance of intensive, fundamental research. Our research process is based on a disciplined quantitative and qualitative screening process.
- The Fund returned -4.28% versus -0.60% for the MSCI World ex USA Index (Net) for the quarter.
- At the sector level, the smallest detractors were consumer staples and health care, and the largest detractors were industrials and consumer discretionary.
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Oakmark International Fund : Q2 2024 Commentary