Insights
The Weekly Meeting
September 19, 2019
Portfolio Managers Justin Hance and Eric Liu share why the weekly research team meeting helps to fully vet new investment ideas.
Partner and Portfolio Manager
Justin Hance has been a manager of the Oakmark International Small Cap Fund since 2016. He joined Harris Associates in 2010 and serves as the director of international research. He is also a vice president of the Oakmark Funds.
He joined Harris Associates as a senior international analyst in 2010 after working as an investment analyst at BMGI.
Mr. Hance earned a B.A. degree in economics and legal studies from Claremont McKenna College (2006).
Insights
September 19, 2019
Portfolio Managers Justin Hance and Eric Liu share why the weekly research team meeting helps to fully vet new investment ideas.
At Oakmark, we don’t have an opinion about how equities will perform this year, if a recession will start or if the political parties will produce pro-growth candidates during the next election cycle. As long-term investors, we don’t think it matters.
Commentary
Oakmark International Small Cap Fund: Second Calendar Quarter 2024
June 30, 2024
A Norwegian-based hardware and software reseller was a top contributor this quarter, while a German application software company was a detractor.
Oakmark International Small Cap Fund: First Calendar Quarter 2024
March 31, 2024
A top contributor to the Fund’s performance was an industrials company based in Finland, while a wealth manager based in the U.K. was a top detractor.
Oakmark International Small Cap Fund: Fourth Calendar Quarter 2023
December 31, 2023
A top contributor to the Fund’s performance was an engineering company that specializes in lifting equipment and associated services, while a global mechanical and plant engineering firm for the automotive industry was a top...