Oakmark Select IOAKLX

Morningstar Rating

Fund Research and Analysis

by Lawrence Jones

The bold style used at Oakmark Select has redounded to its success this year.

The approach used by seasoned manager Bill Nygren and comanager Henry Berghoef at this Analyst Pick has seen redemption so far this year. The fund's year-to-date total return Read more

Kudos

Experienced manager.

Manager keeps a close eye on taxes and actively manages the portfolio to minimize capital gains distributions whenever possible. Read more

Risks

The fund's willingness to make huge individual stock bets increases risk.

Commitment to value discipline leaves the fund at odds with the market from time to time. Read more

Strategy

Management looks for companies trading at significant discounts to what a rational businessperson would pay for them. Although there is no question that Bill Nygren is a value manager, he has historically Read more

Management

Lead manager Bill Nygren has two decades of investment experience, including a stint as research director for Harris Associates, the advisor to the Oakmark Funds. He also serves as lead manager of Oakmark Fund. Comanager Henry Berghoef is also experienced Read more

Inside Scoop

This fund takes well-regarded value shop Harris Associates' favorite ideas and assembles them into a compact portfolio of about 20 holdings. Read more

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