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Consensus-Cloud  on October 14, 2023


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Oakmark Global Select Fund: Q3 2023 And Fiscal Year-End Commentary

The Oakmark Global Select Fund (OAKWX, the “Fund”) returned 27.70% for the fiscal year ended September 30, 2023, outperforming the MSCI World Index (net), which returned 21.95%. For the most recent quarter, the Fund returned -1.92%, compared to the benchmark’s return of -3.46%. The Fund has returned an average of 7.13% per year since its inception on October 2, 2006, outperforming the MSCI World Index (net)’s annualized gain of 6.43% over the same period.

seekingalpha.com     Oct 14, 2023