Insights
The case for international equities: Is the thesis unfolding?
April 15, 2025
CIO-International Equities and Portfolio Manager David Herro and Director of International Research Justin Hance discuss the positive backdrop for international equities.


Commentary
Oakmark International Small Cap Fund: Second Calendar Quarter 2025
June 30, 2025
The Fund had a strong quarter; a bank holding was a top contributor, while a software company was a top detractor.
Oakmark International Small Cap Fund: First Calendar Quarter 2025
March 31, 2025
The Fund benefitted from its overweight to European equities; a facilities management company was a top contributor while a building materials company was a top detractor.
Oakmark International Small Cap Fund: Fourth Calendar Quarter 2024
December 31, 2024
While the fourth quarter and 2024 were challenging, we believe the low valuation levels on businesses in the portfolio should be conducive to the opportunity to generate attractive absolute and relative returns.