Oakmark International Small Cap Fund Investor Class

Oakmark International Small Cap Fund Investor Class is a mutual fund that seeks long-term capital appreciation through investments in small-capitalization companies located outside the United States. The fund primarily invests at least 80% of its assets in common stocks of small-cap non-U.S. firms, aiming to uncover value opportunities in developed and emerging international markets. Its portfolio is diversified across sectors such as financial services, technology, industrials, and healthcare, with notable holdings in companies like Julius Baer Gruppe AG, Atea ASA, and ISS A/S. The fund typically holds around 60–65 individual stocks, maintains a median market cap near $3.1 billion, and displays a high active share in comparison to its benchmark index. This approach allows for broad international exposure to dynamic and often under-researched small cap businesses. Established in 1995, Oakmark International Small Cap Fund occupies a unique niche in the market by facilitating access to global small-cap equity investments, which can offer distinct growth and diversification benefits relative to larger or domestic-focused funds.