Insights
What earnings growth really means for international stocks
January 22, 2024
While U.S. growth may be higher, international stocks may have a value advantage. Hear more from Portfolio Managers David Herro and Justin Hance.
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
January 22, 2024
While U.S. growth may be higher, international stocks may have a value advantage. Hear more from Portfolio Managers David Herro and Justin Hance.
News
November 17, 2020
In honor of Oakmark International Small Cap’s 25th anniversary, Portfolio Manager Michael Manelli reflects on the Fund’s history.
Insights
March 24, 2020
The international team portfolio managers reflect on why we believe the Oakmark International Fund is positioned in strong banks in the European financials sector...
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: 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...
Oakmark International Small Cap Fund: Third Quarter 2023 and Fiscal Year-End
September 30, 2023
A global media group based in Norway was the top contributor for the quarter, while the largest wealth manager in the U.K. was a top detractor.