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Quarter Update In the June quarter, the Oakmark Global Fund (OAKGX) gained 4.3%, while the MSCI World Index returned 4% and the Lipper Global Fund Index returned 3.1%. These numbers seem to suggest a pleasant rally in the period, but those who follow the market closely know that it was anyth...
Company Overview Key source documents: Information relating to listing of MultiChoice (OTCMKTS: OTCPK:MCHOY ) and unbundling from Naspers (OTCMKTS: NPSNY ) is here . Latest MultiChoice financial statements and presentation for FY 2019 (Dividend guidance on slide 5) is here . Mult...
Oakmark Global Fund - Investor Class Average Annual Total Returns (03/31/19) Since Inception (08/04/99) 9.55% 10-year 12.41% 5-year 3.42% 1-year -6.37% 3-month 12.59% Gross Expense Ratio as of 09/30/18 was 1.21% Net Expense Ratio as of 09/30/18 was 1.15% Past performa...
Oakmark International Fund - Investor Class Average Annual Total Returns (03/31/19) Since Inception (09/30/92) 9.14% 10-year 11.83% 5-year 1.08% 1-year -14.13% 3-month 9.04% Gross Expense Ratio as of 09/30/18 was 1.01% Net Expense Ratio as of 09/30/18 was 0.96% Past p...